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Citizens Financial Group’s IES Holdings IESC Stock Holding History

Citizens Financial Group’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 		$699K Buy
1,902
+12
+0.6% +$3.88K 0.01% 549
2026
Q1 		$450K Buy
1,890
+20
+1% +$4.59K 0.01% 567
2025
Q4 		$364K Sell
1,870
-44
-2% -$8.84K ﹤0.01% 618
2025
Q3 		$381K Buy
+1,914
New +$329K 0.01% 589

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

Citizens Financial Group's IESC Position: Q2 2026 in Review

Citizens Financial Group increased its IES Holdings (IESC) stake by 0.63% in Q2 2026, buying an estimated $3.88K and bringing the position to 1,902 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #549.

Citizens Financial Group first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Citizens Financial Group held 1,902 shares of IES Holdings worth $699K as of Q2 2026.
  • Citizens Financial Group bought 12 IES Holdings shares in Q2 2026, an estimated $3.88K.
  • IES Holdings made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #549 holding.
  • Citizens Financial Group first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.