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Convergence Investment Partners’s IES Holdings IESC Stock Holding History

Convergence Investment Partners’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 		– Sell
-7,362
Closed -$1.43M – 262
2025
Q4 		$1.43M Buy
+7,362
New +$1.48M 0.28% 125
2025
Q1 		– Sell
-14,020
Closed -$1.41M – 276
2024
Q4 		$1.41M Buy
14,020
+2,926
+26% +$352K 0.31% 115
2024
Q3 		$1.11M Sell
11,094
-642
-5% -$52K 0.3% 111
2024
Q2 		$818K Buy
11,736
+5,118
+77% +$360K 0.24% 135
2024
Q1 		$403K Buy
+6,618
New +$317K 0.15% 156

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Convergence Investment Partners's IESC Position: Q1 2026 in Review

Convergence Investment Partners sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 7,362 shares — an estimated $1.43M sold.

Convergence Investment Partners first reported a position in IESC in Q1 2024 and held it in 5 quarters. The position peaked at $1.43M in Q4 2025. 351 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Convergence Investment Partners reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 7,362 IES Holdings shares in Q1 2026, an estimated $1.43M.
  • Convergence Investment Partners first reported a position in IES Holdings in Q1 2024 and held it in 5 quarters.
  • Convergence Investment Partners's IES Holdings position peaked at $1.43M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.