Focus Partners Advisor Solutions’s IES Holdings IESC Stock Holding History

Focus Partners Advisor Solutions’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	$432K	Buy	+1,347	New	+$445K	﹤0.01%	957

Other funds holding IESC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Focus Partners Advisor Solutions's IESC Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in IES Holdings (IESC) in Q3 2026: 1,347 shares worth $432K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

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

Focus Partners Advisor Solutions held 1,347 shares of IES Holdings worth $432K as of Q3 2026.
IES Holdings was a new Focus Partners Advisor Solutions position in Q3 2026.
IES Holdings made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #957 holding.
238 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.