Position in IBN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$403,935
+$166,847 QoQ
Shares Held
15,596
+96.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
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 Mar 31, 2026Ascentis Independent Advisors holds $4,532,646 across 24 Banks - Regional names. IBN ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CATY |
Cathay General Bancorp
|
30,815 | $1,536,435 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
50,304 | $787,256 | |
| 3 | KEY |
Keycorp /New/
|
30,064 | $602,781 | |
| 4 | IBN |
Icici Bank Ltd
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|
15,596 | $403,935 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,714 | $356,663 | |
| 6 | USB |
US Bancorp De
|
6,127 | $318,662 | |
| 7 | TFC |
Truist Financial Corp
|
5,125 | $235,594 | |
| 8 | NWBI |
Northwest Bancshares, Inc.
|
6,429 | $81,584 |
All Filings in IBN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,935 | 15,596 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $237,088 | 7,956 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,380 | 7,654 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $251,795 | 7,485 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $231,987 | 7,360 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $208,810 | 6,993 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,208 | 74 | Shares | Sole | 2024-10-29 | |
| 2021-12-31 | $281,492 | 14,224 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $286,069 | 15,160 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $262,262 | 15,337 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||