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Allworth Financial’s IBEX IBEX Stock Holding History

Allworth Financial’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.99K Buy
263
+5
+2% +$149 ﹤0.01% 3864
2026
Q1 		$6.92K Buy
258
+125
+94% +$4.04K ﹤0.01% 3751
2025
Q4 		$5.08K Sell
133
-8
-6% -$296 ﹤0.01% 3698
2025
Q3 		$5.71K Buy
141
+76
+117% +$2.42K ﹤0.01% 3477
2025
Q2 		$1.89K Buy
+65
New +$1.74K ﹤0.01% 3730

Other funds holding IBEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's IBEX Position: Q2 2026 in Review

Allworth Financial increased its IBEX (IBEX) stake by 1.9% in Q2 2026, buying an estimated $149 and bringing the position to 263 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3864.

Allworth Financial first reported a position in IBEX in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Allworth Financial held 263 shares of IBEX worth $7.99K as of Q2 2026.
  • Allworth Financial bought 5 IBEX shares in Q2 2026, an estimated $149.
  • IBEX made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3864 holding.
  • Allworth Financial first reported a position in IBEX in Q2 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.