Position in IBN
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$2,251,098
-$338,969 QoQ
Shares Held
86,915
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Frank, Rimerman Advisors LLC holds $16,524,237 across 16 Banks - Regional names. IBN ranks #1 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
This page
|
86,915 | $2,251,098 | |
| 2 | TFC |
Truist Financial Corp
|
43,737 | $2,010,589 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
|
29,485 | $1,808,020 | |
| 4 | KB |
KB Financial Group Inc.
|
17,448 | $1,740,089 | |
| 5 | WF |
Woori Financial Group Inc.
|
23,347 | $1,554,910 | |
| 6 | NU |
Nu Holdings Ltd.
|
98,091 | $1,409,567 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
121,738 | $1,020,164 | |
| 8 | RF |
Regions Financial Corp
|
37,898 | $989,895 |
All Filings in IBN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,251,098 | 86,915 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,590,067 | 86,915 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,627,440 | 86,915 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,923,820 | 86,915 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,739,560 | 86,915 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,595,281 | 86,915 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,594,412 | 86,915 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,504,021 | 86,915 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||