Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s IES Holdings IESC Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-25,352
Closed -$5.04M – 2498
2025
Q3 		$5.04M Sell
25,352
-6,766
-21% -$1.16M 0.01% 1246
2025
Q2 		$4.76M Buy
32,118
+3,756
+13% +$443K 0.01% 1165
2025
Q1 		$2.34M Buy
+28,362
New +$2.96M 0.01% 1356

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Fund Management (CFM)'s IESC Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 25,352 shares — an estimated $5.04M sold.

Capital Fund Management (CFM) first reported a position in IESC in Q1 2025 and held it in 3 quarters. The position peaked at $5.04M in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 25,352 IES Holdings shares in Q4 2025, an estimated $5.04M.
  • Capital Fund Management (CFM) first reported a position in IES Holdings in Q1 2025 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s IES Holdings position peaked at $5.04M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.