W.G. Shaheen & Associates DBA Whitney & Co
Position in IBOC — International Bancshares Corp
CIK 1577001
ROCHESTER, NY
Position in IBOC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$227,850
+$25,980 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 300 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBOC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $3,407,674 across 5 Banks - Regional names. IBOC ranks #5 (6.7% of the industry book) .
All Filings in IBOC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,850 | 3,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $201,870 | 3,000 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $206,250 | 3,000 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||