Wipfli Financial Advisors’s International Bancshares IBOC Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$23K	Buy	+539	New	+$23K	﹤0.01%	1511

Other funds holding IBOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Wipfli Financial Advisors's IBOC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in International Bancshares (IBOC) in Q3 2022: 539 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings.

175 funds tracked by Wall St. Rank hold IBOC as of Q3 2022.

Wipfli Financial Advisors held 539 shares of International Bancshares worth $23K as of Q3 2022.
International Bancshares was a new Wipfli Financial Advisors position in Q3 2022.
International Bancshares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1511 holding.
175 funds tracked by Wall St. Rank held International Bancshares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.