Position in IBN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$973,462
+$148,470 QoQ
Shares Held
33,533
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#32
of 100 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. IBN ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
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|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp \De\
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in IBN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,462 | 33,533 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $824,992 | 31,853 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $839,734 | 28,179 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $875,460 | 28,960 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $909,659 | 27,041 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $815,926 | 25,886 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $855,698 | 28,657 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $816,785 | 27,363 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $762,514 | 26,467 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $688,508 | 26,070 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $542,193 | 22,743 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $461,868 | 19,977 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $332,398 | 14,402 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $303,565 | 14,067 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $356,522 | 16,287 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $246,544 | 11,757 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||