Position in IBN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,121,566
+$474,017 QoQ
Shares Held
107,529
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#11
of 49 holders
Holding Since
Mar 2020
21 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, 2026Sequoia Financial Advisors, LLC holds $135,800,006 across 128 Banks - Regional names. IBN ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp De
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
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|
107,529 | $3,121,566 |
All Filings in IBN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,121,566 | 107,529 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,647,549 | 102,222 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,355,451 | 79,042 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,462,384 | 81,455 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,475,769 | 73,596 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,375,378 | 75,361 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,312,190 | 110,924 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,244,933 | 108,708 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,815,116 | 63,003 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,599,416 | 60,561 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,008,615 | 84,254 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,210,147 | 52,342 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,189,912 | 51,556 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $981,264 | 45,471 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $733,774 | 33,521 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $579,464 | 27,633 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $625,530 | 35,261 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $628,031 | 33,159 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $435,657 | 22,014 | Shares | Sole | 2022-02-22 | |
| 2020-06-30 | $104,754 | 11,276 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $95,854 | 11,277 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||