JTF
IESC icon

J. Team Financial’s IES Holdings IESC Stock Holding History

J. Team Financial’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
Q2 		$329K Hold
448
– – 0.32% 66
2026
Q1 		$213K Buy
+448
New +$205K 0.24% 78

Other funds holding IESC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

J. Team Financial's IESC Position: Q2 2026 in Review

J. Team Financial held its IES Holdings (IESC) position steady in Q2 2026 at 448 shares worth $329K. The position accounts for 0.32% of the portfolio, ranked #66.

J. Team Financial first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • J. Team Financial held 448 shares of IES Holdings worth $329K as of Q2 2026.
  • J. Team Financial left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up 0.32% of J. Team Financial's portfolio in Q2 2026, its #66 holding.
  • J. Team Financial first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.