Position in IBN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,011,604
+$159,677 QoQ
Shares Held
69,294
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#26
of 117 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. IBN ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
This page
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4,109 | $1,011,717 |
All Filings in IBN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,011,604 | 69,294 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,851,927 | 71,503 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,169,767 | 72,811 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,212,352 | 73,184 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,439,169 | 72,508 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,445,699 | 77,592 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,247,711 | 75,275 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,262,301 | 75,789 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,264,523 | 78,602 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,039,485 | 77,224 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,814,152 | 76,097 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,720,821 | 74,430 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,249,630 | 97,471 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,127,939 | 98,607 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,028,808 | 92,682 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,909,318 | 91,050 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,896,281 | 106,893 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,704,921 | 90,017 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,562,618 | 78,960 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $745,742 | 39,520 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $672,183 | 39,309 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $624,336 | 38,948 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $587,891 | 39,562 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||