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Clayton Financial Group’s Icahn Enterprises IEP Stock Holding History

Clayton Financial Group’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$675 Buy
+100
New +$721 ﹤0.01% 292
2026
Q2 		– Sell
-100
Closed -$755 – 310
2026
Q1 		$755 Hold
100
– – ﹤0.01% 580
2025
Q4 		$755 Hold
100
– – ﹤0.01% 567
2025
Q3 		$842 Buy
+100
New +$875 ﹤0.01% 273

Other funds holding IEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Clayton Financial Group's IEP Position: Q3 2026 in Review

Clayton Financial Group opened a new position in Icahn Enterprises (IEP) in Q3 2026: 100 shares worth $675. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in IEP as recently as Q1 2026.

Clayton Financial Group first reported a position in IEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $842 in Q3 2025. 8 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

  • Clayton Financial Group held 100 shares of Icahn Enterprises worth $675 as of Q3 2026.
  • Icahn Enterprises was a new Clayton Financial Group position in Q3 2026.
  • Icahn Enterprises made up ﹤0.01% of Clayton Financial Group's portfolio in Q3 2026, its #292 holding.
  • Clayton Financial Group first reported a position in Icahn Enterprises in Q3 2025 and has held it in 4 quarters since.
  • Clayton Financial Group's Icahn Enterprises position peaked at $842 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.