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IBEX Wealth Advisors’s Enact Holdings ACT Stock Holding History

IBEX Wealth Advisors’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,782
Closed -$298K – 124
2025
Q3 		$298K Buy
7,782
+31
+0.4% +$1.15K 0.03% 181
2025
Q2 		$288K Buy
+7,751
New +$275K 0.03% 171

Other funds holding ACT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IBEX Wealth Advisors's ACT Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Enact Holdings (ACT) in Q4 2025, closing a stake of 7,782 shares — an estimated $298K sold.

IBEX Wealth Advisors first reported a position in ACT in Q2 2025 and held it in 2 quarters. The position peaked at $298K in Q3 2025. 243 funds tracked by Wall St. Rank hold ACT as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Enact Holdings position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 7,782 Enact Holdings shares in Q4 2025, an estimated $298K.
  • IBEX Wealth Advisors first reported a position in Enact Holdings in Q2 2025 and held it in 2 quarters.
  • IBEX Wealth Advisors's Enact Holdings position peaked at $298K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Enact Holdings as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.