DecisionPoint Financial’s IES Holdings IESC Stock Holding History

DecisionPoint 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 Q3	$661	Buy	+2	New	+$661	﹤0.01%	672

Other funds holding IESC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

DecisionPoint Financial's IESC Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in IES Holdings (IESC) in Q3 2026: 2 shares worth $661. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

116 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

DecisionPoint Financial held 2 shares of IES Holdings worth $661 as of Q3 2026.
IES Holdings was a new DecisionPoint Financial position in Q3 2026.
IES Holdings made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #672 holding.
116 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.