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Wealthspire Advisors (New York)’s International Bancshares IBOC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-97
Closed -$6.67K – 1891
2025
Q3 		$6.67K Buy
+97
New +$6.78K ﹤0.01% 2208

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBOC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of International Bancshares (IBOC) in Q4 2025, closing a stake of 97 shares — an estimated $6.67K sold.

Wealthspire Advisors (New York) first reported a position in IBOC in Q3 2025 and held it in 1 quarter. The position peaked at $6.67K in Q3 2025. 265 funds tracked by Wall St. Rank hold IBOC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining International Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 97 International Bancshares shares in Q4 2025, an estimated $6.67K.
  • Wealthspire Advisors (New York) first reported a position in International Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s International Bancshares position peaked at $6.67K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held International Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.