Atria Investments’s Installed Building Products IBP Stock Holding History

Atria Investments’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.97M	Buy	10,244 +4,862	+90%	+$1.1M	0.02%	779
2026 Q2	$1.24M	Sell	5,382 -1,578	-23%	-$383K	0.01%	998
2026 Q1	$1.85M	Sell	6,960 -593	-8%	-$178K	0.02%	746
2025 Q4	$1.96M	Buy	7,553 +2,621	+53%	+$678K	0.02%	731
2025 Q3	$1.22M	Buy	4,932 +3,692	+298%	+$877K	0.01%	948
2025 Q2	$224K	Buy	+1,240	New	+$206K	﹤0.01%	1860
2025 Q1	–	Sell	-2,383	Closed	-$418K	–	1954
2024 Q4	$418K	Sell	2,383 -157	-6%	-$34.1K	0.01%	1422
2024 Q3	$625K	Buy	2,540 +156	+7%	+$35.3K	0.01%	1221
2024 Q2	$490K	Buy	+2,384	New	+$537K	0.01%	1310

Other funds holding IBP

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Atria Investments's IBP Position: Q3 2026 in Review

Atria Investments increased its Installed Building Products (IBP) stake by 90% in Q3 2026, buying an estimated $1.1M and bringing the position to 10,244 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #779.

Atria Investments first reported a position in IBP in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold IBP as of Q3 2026.

Atria Investments held 10,244 shares of Installed Building Products worth $1.97M as of Q3 2026.
Atria Investments bought 4,862 Installed Building Products shares in Q3 2026, an estimated $1.1M.
Installed Building Products made up 0.02% of Atria Investments's portfolio in Q3 2026, its #779 holding.
Atria Investments first reported a position in Installed Building Products in Q2 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.