Position in IBN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$874,267
+$137,775 QoQ
Shares Held
30,116
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#268
of 516 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. IBN ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,054 | $6,080,730 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,269 | $1,543,553 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,371 | $1,317,423 | |
| 4 | USB |
US Bancorp De
|
18,974 | $1,146,029 | |
| 5 | FHB |
First Hawaiian, Inc.
|
33,441 | $979,821 | |
| 6 | IBN |
Icici Bank Ltd
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|
30,116 | $874,267 | |
| 7 | NU |
Nu Holdings Ltd.
|
57,547 | $768,827 | |
| 8 | WTFC |
Wintrust Financial Corp
|
4,643 | $746,222 |
All Filings in IBN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,267 | 30,116 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $736,492 | 28,436 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $868,282 | 29,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $925,007 | 30,599 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,051,182 | 31,248 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,141,748 | 36,223 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,074,452 | 35,983 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,138,210 | 38,131 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,298,841 | 45,083 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $580,650 | 21,986 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $587,703 | 24,652 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $505,356 | 21,858 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $505,959 | 21,922 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||