Fortress Financial Group’s Installed Building Products IBP Stock Holding History

Fortress Financial Group’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$368K	Sell	1,389 -1,006	-42%	-$301K	0.27%	46
2025 Q4	$621K	Buy	2,395 +4	+0.2%	+$1.03K	0.46%	35
2025 Q3	$590K	Buy	2,391 +3	+0.1%	+$712	0.45%	35
2025 Q2	$431K	Buy	2,388 +5	+0.2%	+$832	0.36%	40
2025 Q1	$409K	Buy	2,383 +29	+1%	+$5.23K	0.41%	42
2024 Q4	$413K	Buy	+2,354	New	+$512K	0.41%	41

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortress Financial Group's IBP Position: Q1 2026 in Review

Fortress Financial Group reduced its Installed Building Products (IBP) stake by 42% in Q1 2026, selling an estimated $301K and leaving 1,389 shares worth $368K. The position accounts for 0.27% of the portfolio, ranked #46.

Fortress Financial Group first reported a position in IBP in Q4 2024 and has held it in 6 quarters since. The position peaked at $621K in Q4 2025. 447 funds tracked by Wall St. Rank hold IBP as of Q1 2026.

Fortress Financial Group held 1,389 shares of Installed Building Products worth $368K as of Q1 2026.
Fortress Financial Group sold 1,006 Installed Building Products shares in Q1 2026, an estimated $301K.
Installed Building Products made up 0.27% of Fortress Financial Group's portfolio in Q1 2026, its #46 holding.
Fortress Financial Group first reported a position in Installed Building Products in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Group's Installed Building Products position peaked at $621K in Q4 2025.
447 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.