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Integrated Financial Solutions’s Bloom Energy BE Stock Holding History

Integrated Financial Solutions’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.17M Buy
7,822
+4,355
+126% +$1.03M 1.11% 17
2026
Q2 		$1.05M Buy
+3,467
New +$888K 0.57% 20

Other funds holding BE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Integrated Financial Solutions's BE Position: Q3 2026 in Review

Integrated Financial Solutions increased its Bloom Energy (BE) stake by 126% in Q3 2026, buying an estimated $1.03M and bringing the position to 7,822 shares worth $2.17M. The position accounts for 1.11% of the portfolio, ranked #17.

Integrated Financial Solutions first reported a position in BE in Q2 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Integrated Financial Solutions held 7,822 shares of Bloom Energy worth $2.17M as of Q3 2026.
  • Integrated Financial Solutions bought 4,355 Bloom Energy shares in Q3 2026, an estimated $1.03M.
  • Bloom Energy made up 1.11% of Integrated Financial Solutions's portfolio in Q3 2026, its #17 holding.
  • Integrated Financial Solutions first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.