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United Financial Planning Group’s ICICI Bank IBN Stock Holding History

United Financial Planning Group’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.75K Buy
+267
New +$7.22K ﹤0.01% 294
2026
Q1 		– Sell
-329
Closed -$9.8K – 533
2025
Q4 		$9.8K Buy
+329
New +$10.1K 0.01% 207

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Financial Planning Group's IBN Position: Q2 2026 in Review

United Financial Planning Group opened a new position in ICICI Bank (IBN) in Q2 2026: 267 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in IBN as recently as Q4 2025.

United Financial Planning Group first reported a position in IBN in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.8K in Q4 2025. 518 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

  • United Financial Planning Group held 267 shares of ICICI Bank worth $7.75K as of Q2 2026.
  • ICICI Bank was a new United Financial Planning Group position in Q2 2026.
  • ICICI Bank made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #294 holding.
  • United Financial Planning Group first reported a position in ICICI Bank in Q4 2025 and has held it in 2 quarters since.
  • United Financial Planning Group's ICICI Bank position peaked at $9.8K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.