BFA
IBEX icon

Brendel Financial Advisors’s IBEX IBEX Stock Holding History

Brendel Financial Advisors’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
Q1 		– Sell
-9,600
Closed -$367K – 107
2025
Q4 		$367K Buy
9,600
+307
+3% +$11.4K 0.18% 72
2025
Q3 		$377K Sell
9,293
-11
-0.1% -$350 0.19% 73
2025
Q2 		$271K Sell
9,304
-1,276
-12% -$34.1K 0.15% 86
2025
Q1 		$258K Buy
+10,580
New +$254K 0.16% 83

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brendel Financial Advisors's IBEX Position: Q1 2026 in Review

Brendel Financial Advisors sold out of IBEX (IBEX) in Q1 2026, closing a stake of 9,600 shares — an estimated $367K sold.

Brendel Financial Advisors first reported a position in IBEX in Q1 2025 and held it in 4 quarters. The position peaked at $377K in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Brendel Financial Advisors reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 9,600 IBEX shares in Q1 2026, an estimated $367K.
  • Brendel Financial Advisors first reported a position in IBEX in Q1 2025 and held it in 4 quarters.
  • Brendel Financial Advisors's IBEX position peaked at $377K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.