Filing Research | IBOC - INTERNATIONAL BANCSHARES CRP Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	1.3MSH	$99.2M
2	REINHART PARTNERS, LLC.	Shares	749.8KSH	$56.9M
3	Eldred Rock Partners, LLC	Shares	127.5KSH	$9.7M
4	Cresta Advisors, Ltd.	Shares	56.9KSH	$4.3M
5	Vest Financial, LLC	Shares	50.5KSH	$3.8M
6	Y-Intercept (Hong Kong) Ltd	Shares	42.2KSH	$3.2M
7	Diversified Trust Co	Shares	27.2KSH	$2.1M
8	Police & Firemen's Retirement System of New Jersey	Shares	16.4KSH	$1.2M
9	Louisiana State Employees Retirement System	Shares	15.8KSH	$1.2M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.8KSH	$1.1M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.0KSH	$983.6K
12	CAPITAL ADVISORS INC/OK	Shares	7.0KSH	$531.0K
13	Park Capital Management, LLC / WI	Shares	5.8KSH	$444.1K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.2KSH	$315.5K
15	SECURIAN ASSET MANAGEMENT, INC	Shares	4.0KSH	$308.8K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.1KSH	$308.0K
17	Sequoia Financial Advisors, LLC	Shares	3.7KSH	$277.9K
18	Commonwealth Financial Services, LLC	Shares	3.5KSH	$267.3K
19	Crossmark Global Holdings, Inc.	Shares	3.2KSH	$240.0K
20	UNIQUE WEALTH, LLC	Shares	3.1KSH	$237.0K
21	Abel Hall, LLC	Shares	2.8KSH	$213.6K
22	ANCHYRA PARTNERS LLC	Shares	2.6KSH	$200.7K
23	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.6KSH	$121.3K
24	GAMMA Investing LLC	Shares	935SH	$71.0K
25	SIGNATUREFD, LLC	Shares	713SH	$54.2K
26	Versant Capital Management, Inc	Shares	596SH	$45.3K
27	IFP Advisors, Inc	Shares	314SH	$23.8K
28	Farther Finance Advisors, LLC	Shares	312SH	$23.7K
29	EverSource Wealth Advisors, LLC	Shares	218SH	$16.6K
30	SJS Investment Consulting Inc.	Shares	202SH	$15.3K
31	Ares Financial Consulting, LLC	Shares	163SH	$12.4K
32	FIRST HORIZON CORP	Shares	141SH	$10.7K
33	True Wealth Design, LLC	Shares	110SH	$8.4K
34	JFS WEALTH ADVISORS, LLC	Shares	84SH	$6.4K
35	Fortitude Family Office, LLC	Shares	66SH	$5.0K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	64.5KSH	$4.9K
37	Valued Wealth Advisors LLC	Shares	47SH	$3.6K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	42SH	$3.2K
39	MassMutual Private Wealth & Trust, FSB	Shares	36SH	$2.7K
40	Creative Capital Management Investments LLC	Shares	25SH	$1.9K
41	AMALGAMATED BANK	Shares	23.0KSH	$1.7K
42	Physician Wealth Advisors, Inc.	Shares	19SH	$1.4K
43	Spire Wealth Management	Shares	19SH	$1.4K
44	DiNuzzo Private Wealth, Inc.	Shares	17SH	$1.3K
45	Handelsbanken Fonder AB	Shares	13.5KSH	$1.0K
46	State of Alaska, Department of Revenue	Shares	8.0KSH	$608
47	LRI Investments, LLC	Shares	5SH	$380
48	Sachetta, LLC	Shares	4SH	$304
49	Hughes Financial Services, LLC	Shares	2SH	$152
50	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$76

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Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	Boston Trust Walden Corp added	Shares	+218.9K	+$26.0M	$99.2M
2	REINHART PARTNERS, LLC. added	Shares	+4.1K	+$6.8M	$56.9M
3	Eldred Rock Partners, LLC unchanged	Shares	0	+$1.1M	$9.7M
4	Park Capital Management, LLC / WI new	Shares	+5.8K	+$444.1K	$444.1K
5	Diversified Trust Co added	Shares	+2.3K	+$392.1K	$2.1M
6	Cresta Advisors, Ltd. trimmed	Shares	-1.7K	+$379.8K	$4.3M
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+4.2K	+$315.5K	$315.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.1K	+$308.0K	$308.0K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$233.7K	$1.2M
10	Abel Hall, LLC new	Shares	+2.8K	+$213.6K	$213.6K
11	ANCHYRA PARTNERS LLC new	Shares	+2.6K	+$200.7K	$200.7K
12	Louisiana State Employees Retirement System added	Shares	+100	+$143.6K	$1.2M
13	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-4.0K	+$95.0K	$3.2M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-600	+$71.8K	$983.6K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-876	+$69.6K	$1.1M
16	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$60.5K	$531.0K
17	Sequoia Financial Advisors, LLC added	Shares	+203	+$45.3K	$277.9K
18	SECURIAN ASSET MANAGEMENT, INC added	Shares	+100	+$44.0K	$308.8K
19	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+247	+$30.4K	$121.3K
20	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$27.4K	$240.0K
21	UNIQUE WEALTH, LLC unchanged	Shares	0	+$27.0K	$237.0K
22	Commonwealth Financial Services, LLC trimmed	Shares	-128	+$21.9K	$267.3K
23	Farther Finance Advisors, LLC added	Shares	+208	+$16.6K	$23.7K
24	Versant Capital Management, Inc added	Shares	+157	+$15.7K	$45.3K
25	SJS Investment Consulting Inc. added	Shares	+188	+$14.4K	$15.3K
26	FIRST HORIZON CORP new	Shares	+141	+$10.7K	$10.7K
27	GAMMA Investing LLC added	Shares	+18	+$9.3K	$71.0K
28	SIGNATUREFD, LLC added	Shares	+31	+$8.3K	$54.2K
29	True Wealth Design, LLC added	Shares	+79	+$6.3K	$8.4K
30	IFP Advisors, Inc added	Shares	+39	+$5.3K	$23.8K
31	Valued Wealth Advisors LLC new	Shares	+47	+$3.6K	$3.6K
32	Creative Capital Management Investments LLC new	Shares	+25	+$1.9K	$1.9K
33	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.3K	$12.4K
34	Physician Wealth Advisors, Inc. added	Shares	+11	+$905	$1.4K
35	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$727	$6.4K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+521	+$594	$4.9K
37	Fortitude Family Office, LLC unchanged	Shares	0	+$572	$5.0K
38	LRI Investments, LLC new	Shares	+5	+$380	$380
39	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$312	$2.7K
40	AMALGAMATED BANK trimmed	Shares	-381	+$174	$1.7K
41	Spire Wealth Management unchanged	Shares	0	+$164	$1.4K
42	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-3	+$162	$3.2K
43	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$148	$1.3K
44	Handelsbanken Fonder AB unchanged	Shares	0	+$116	$1.0K
45	State of Alaska, Department of Revenue trimmed	Shares	-112	+$62	$608
46	Hughes Financial Services, LLC unchanged	Shares	0	+$17	$152
47	SBI Securities Co., Ltd. unchanged	Shares	0	+$9	$76
48	TFC Financial Management, Inc. unchanged	Shares	0	+$8	$76
49	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$3	$22
50	Activest Wealth Management new	Shares	0	$0	$0

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