Israel Discount Bank of New York
Israel Discount Bank of New York (IDBNY) is a commercial bank headquartered in New York, NY. Founded in 1922, it operates 8 branches primarily within the New York area and specializes in commercial lending services. The bank offers a range of financial services including credit solutions, deposit accounts, and fiduciary powers. As of the latest filings, it employs 684 staff and provides banking services to individuals, businesses, and institutions, leveraging deep expertise in regional and international banking.
Investment Strategy
Israel Discount Bank of New York focuses on commercial lending with specialization in serving middle market businesses and institutional clients. The bank emphasizes prudent risk management, regulatory compliance, and personalized financial services, including loans secured by real estate and commercial & industrial loans. Its investment management arm primarily engages in diversified public equity and fixed-income portfolio management, based on regulatory filings, with a conservative and risk-aware approach.
Latest 13F Filing Activity
Israel Discount Bank of New York filed their most recent 13F report on Jun 30, 2025 disclosing 30 equity positions with a total 13F market value of $26M. The fund increased holdings in Meta Platforms Inc., Ishares TR, Ishares TR among other positions. Israel Discount Bank of New York reduced exposure to SPDR S&P 500 Etf TR, Ishares TR, Procter and Gamble Co. among others.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEF | ISHARES TR | 12.52% | $3.3M | 34,441 | $102.16 | $95.77 | +$107.1K |
I IGSB | ISHARES TR | 8.57% | $2.3M | 42,788 | $54.28 | $52.76 | -$26.4K |
I IEUR | ISHARES TR | 8.02% | $2.1M | 31,901 | $55.99 | $66.20 | +$146.8K |
I IGIB | ISHARES TR | 7.70% | $2.0M | 38,076 | $57.37 | $53.29 | +$63.5K |
E EEM | ISHARES TR | 7.27% | $1.9M | 39,698 | $42.97 | $48.24 | +$133.0K |