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Independent Financial Group’s Eos Energy Enterprises EOSE Stock Holding History

Independent Financial Group’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Sell
22,841
-1,365
-6% -$9.49K ﹤0.01% 1507
2026
Q1 		$120K Buy
24,206
+2,546
+12% +$27.4K ﹤0.01% 1415
2025
Q4 		$248K Buy
21,660
+3,272
+18% +$47K 0.01% 1240
2025
Q3 		$209K Buy
+18,388
New +$126K 0.01% 1264

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's EOSE Position: Q2 2026 in Review

Independent Financial Group reduced its Eos Energy Enterprises (EOSE) stake by 5.6% in Q2 2026, selling an estimated $9.49K and leaving 22,841 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Independent Financial Group first reported a position in EOSE in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Independent Financial Group held 22,841 shares of Eos Energy Enterprises worth $134K as of Q2 2026.
  • Independent Financial Group sold 1,365 Eos Energy Enterprises shares in Q2 2026, an estimated $9.49K.
  • Eos Energy Enterprises made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1507 holding.
  • Independent Financial Group first reported a position in Eos Energy Enterprises in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Eos Energy Enterprises position peaked at $248K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.