Position in IBN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,024
-$5,942 QoQ
Shares Held
7,717
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#390
of 512 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $3,659,562 across 8 Banks - Regional names. IBN ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,703 | $2,142,852 | |
| 2 | USB |
US Bancorp De
|
6,345 | $383,238 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
17,175 | $304,512 | |
| 4 | IBN |
Icici Bank Ltd
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|
7,717 | $224,024 | |
| 5 | FITB |
Fifth Third Bancorp
|
3,880 | $218,715 | |
| 6 | FLG |
Flagstar Bank, National Association
|
10,024 | $149,758 | |
| 7 | LYG |
Lloyds Banking Group plc
|
23,163 | $135,040 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
10,587 | $101,423 |
All Filings in IBN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,024 | 7,717 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $229,966 | 7,717 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $233,284 | 7,717 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $259,599 | 7,717 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $243,239 | 7,717 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $237,476 | 7,953 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $230,352 | 7,717 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $222,326 | 7,717 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $203,805 | 7,717 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $1,388,074 | 73,288 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||