Position in IBN
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,398,859
+$635,681 QoQ
Shares Held
54,010
+110.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $16,247,627 across 27 Banks - Regional names. IBN ranks #1 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
This page
|
54,010 | $1,398,859 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
162,923 | $1,293,608 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
20,711 | $1,242,038 | |
| 4 | USB |
US Bancorp De
|
22,477 | $1,169,028 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,809 | $1,000,704 | |
| 6 | LYG |
Lloyds Banking Group plc
|
190,138 | $956,394 | |
| 7 | HDB |
Hdfc Bank Ltd
|
37,132 | $923,844 | |
| 8 | NWG |
NatWest Group plc
|
56,409 | $840,494 |
All Filings in IBN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,398,859 | 54,010 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $763,178 | 25,610 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $684,165 | 22,632 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $882,074 | 26,221 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $700,059 | 22,210 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $633,241 | 21,207 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $578,284 | 19,373 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $430,968 | 14,959 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $378,745 | 14,341 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $362,558 | 15,208 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $314,247 | 13,592 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $297,385 | 12,885 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $264,117 | 12,239 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $268,590 | 12,270 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $249,941 | 11,919 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $1,783,201 | 94,150 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||