Position in IBN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,008,469
+$581,872 QoQ
Shares Held
69,186
+25.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#212
of 514 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $16,111,057 across 11 Banks - Regional names. IBN ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
338,599 | $3,243,778 | |
| 2 | OZK |
Bank OZK
|
53,704 | $2,797,441 | |
| 3 | LYG |
Lloyds Banking Group plc
|
451,862 | $2,634,355 | |
| 4 | IBN |
Icici Bank Ltd
This page
|
69,186 | $2,008,469 | |
| 5 | HDB |
Hdfc Bank Ltd
|
76,153 | $1,967,031 | |
| 6 | NWG |
NatWest Group plc
|
72,736 | $1,282,335 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
99,882 | $816,035 | |
| 8 | KB |
KB Financial Group Inc.
|
6,408 | $672,583 |
All Filings in IBN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,008,469 | 69,186 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,426,597 | 55,081 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,537,650 | 51,599 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,893,849 | 62,648 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,025,969 | 60,225 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,822,927 | 57,834 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,701,840 | 56,994 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,666,107 | 55,816 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,652,167 | 57,347 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,397,458 | 52,914 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,095,495 | 45,952 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $889,426 | 38,470 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $824,279 | 35,714 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $678,928 | 31,461 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $566,863 | 25,896 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $488,915 | 23,315 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $421,821 | 23,778 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||