Position in INTR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$83,099,446
-$10,600,381 QoQ
Shares Held
10,439,629
-5.5% QoQ
Ownership
2.36%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 97.24411662521723.ToString("F0")%
Shared 0.ToString("F0")%
None 2.755883374782763.ToString("F0")%
Common Shares in INTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $2,794,486,040 across 14 Banks - Regional names. INTR ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
52,241,896 | $1,353,065,106 | |
| 2 | NU |
Nu Holdings Ltd.
|
72,837,195 | $1,046,670,491 | |
| 3 | LYG |
Lloyds Banking Group plc
|
26,548,234 | $133,537,617 | |
| 4 | BAP |
Credicorp Ltd
|
262,968 | $89,193,486 | |
| 5 | INTR |
Inter & Co, Inc.
This page
|
10,439,629 | $83,099,446 | |
| 6 | KB |
KB Financial Group Inc.
|
251,197 | $25,051,876 | |
| 7 | UMBF |
Umb Financial Corp
|
178,464 | $20,128,954 | |
| 8 | AX |
Axos Financial, Inc.
|
95,366 | $8,114,692 |
All Filings in INTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,099,446 | 10,439,629 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $93,699,827 | 11,049,508 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $97,712,001 | 10,586,349 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $64,820,657 | 8,724,180 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $17,670,934 | 3,224,623 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,941,099 | 3,303,578 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,054,987 | 2,560,809 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $18,456,199 | 3,001,008 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,762,125 | 2,585,311 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||