Wealth Enhancement Advisory Services
IBOC icon

Wealth Enhancement Advisory Services’s International Bancshares IBOC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346K Buy
5,052
+968
+24% +$70.8K ﹤0.01% 3208
2026
Q2 		$308K Buy
+4,084
New +$296K ﹤0.01% 3179
2025
Q4 		– Sell
-2,956
Closed -$202K – 3720
2025
Q3 		$202K Buy
+2,956
New +$207K ﹤0.01% 3137

Other funds holding IBOC

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Tamar Securities
Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBOC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its International Bancshares (IBOC) stake by 24% in Q3 2026, buying an estimated $70.8K and bringing the position to 5,052 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Wealth Enhancement Advisory Services first reported a position in IBOC in Q3 2025 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold IBOC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,052 shares of International Bancshares worth $346K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 968 International Bancshares shares in Q3 2026, an estimated $70.8K.
  • International Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3208 holding.
  • Wealth Enhancement Advisory Services first reported a position in International Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held International Bancshares as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.