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Centaurus Financial’s IES Holdings IESC Stock Holding History

Centaurus Financial’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
Q1 		$1.45M Sell
3,036
-46
-1% -$21.1K 0.07% 261
2025
Q4 		$1.2M Buy
3,082
+272
+10% +$109K 0.05% 298
2025
Q3 		$1.12M Buy
+2,810
New +$967K 0.05% 303

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Centaurus Financial's IESC Position: Q1 2026 in Review

Centaurus Financial reduced its IES Holdings (IESC) stake by 1.5% in Q1 2026, selling an estimated $21.1K and leaving 3,036 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #261.

Centaurus Financial first reported a position in IESC in Q3 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Centaurus Financial held 3,036 shares of IES Holdings worth $1.45M as of Q1 2026.
  • Centaurus Financial sold 46 IES Holdings shares in Q1 2026, an estimated $21.1K.
  • IES Holdings made up 0.07% of Centaurus Financial's portfolio in Q1 2026, its #261 holding.
  • Centaurus Financial first reported a position in IES Holdings in Q3 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.