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Cambria Investment Management’s IES Holdings IESC Stock Holding History

Cambria Investment Management’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
Q2 		– Sell
-2,806
Closed -$668K – 756
2026
Q1 		$668K Sell
2,806
-92
-3% -$21.1K 0.04% 338
2025
Q4 		$564K Sell
2,898
-3,132
-52% -$629K 0.03% 389
2025
Q3 		$1.2M Buy
6,030
+1,206
+25% +$208K 0.07% 198
2025
Q2 		$715K Sell
4,824
-134
-3% -$15.8K 0.05% 202
2025
Q1 		$409K Buy
4,958
+156
+3% +$16.3K 0.03% 279
2024
Q4 		$483K Buy
4,802
+452
+10% +$54.3K 0.03% 245
2024
Q3 		$434K Buy
+4,350
New +$353K 0.03% 233

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cambria Investment Management's IESC Position: Q2 2026 in Review

Cambria Investment Management sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 2,806 shares — an estimated $668K sold.

Cambria Investment Management first reported a position in IESC in Q3 2024 and held it in 7 quarters. The position peaked at $1.2M in Q3 2025. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Cambria Investment Management reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
  • Cambria Investment Management sold 2,806 IES Holdings shares in Q2 2026, an estimated $668K.
  • Cambria Investment Management first reported a position in IES Holdings in Q3 2024 and held it in 7 quarters.
  • Cambria Investment Management's IES Holdings position peaked at $1.2M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.