Bare Financial Services
IESC icon

Bare Financial Services’s IES Holdings IESC Stock Holding History

Bare Financial Services’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.21K Hold
10
– – ﹤0.01% 1065
2026
Q2 		$3.67K Hold
10
– – ﹤0.01% 969
2026
Q1 		$2.38K Hold
10
– – ﹤0.01% 925
2025
Q4 		$1.94K Hold
10
– – ﹤0.01% 882
2025
Q3 		$1.99K Buy
10
+6
+150% +$1.03K ﹤0.01% 808
2025
Q2 		$592 Buy
+4
New +$471 ﹤0.01% 1070

Other funds holding IESC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Bare Financial Services's IESC Position: Q3 2026 in Review

Bare Financial Services held its IES Holdings (IESC) position steady in Q3 2026 at 10 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Bare Financial Services first reported a position in IESC in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.67K in Q2 2026. 212 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Bare Financial Services held 10 shares of IES Holdings worth $3.21K as of Q3 2026.
  • Bare Financial Services left its IES Holdings share count unchanged in Q3 2026.
  • IES Holdings made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1065 holding.
  • Bare Financial Services first reported a position in IES Holdings in Q2 2025 and has held it in 6 quarters since.
  • Bare Financial Services's IES Holdings position peaked at $3.67K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.