Janney Montgomery Scott
IESC icon

Janney Montgomery Scott’s IES Holdings IESC Stock Holding History

Janney Montgomery Scott’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
Q1 		$2.78M Buy
5,836
+1,256
+27% +$576K 0.01% 1122
2025
Q4 		$1.78M Buy
4,580
+699
+18% +$281K ﹤0.01% 1399
2025
Q3 		$1.54M Buy
+3,881
New +$1.34M ﹤0.01% 1447
2025
Q1 		– Sell
-27,647
Closed -$5.56M – 2757
2024
Q4 		$5.56M Sell
27,647
-472
-2% -$113K 0.02% 746
2024
Q3 		$5.61M Sell
28,119
-100
-0.4% -$16.2K 0.02% 720
2024
Q2 		$3.93M Buy
28,219
+627
+2% +$88.1K 0.01% 816
2024
Q1 		$3.36M Buy
27,592
+1,164
+4% +$112K 0.01% 917
2023
Q4 		$2.09M Buy
26,428
+2,159
+9% +$151K 0.01% 1082
2023
Q3 		$1.6M Buy
+24,269
New +$1.58M 0.01% 1110
2022
Q2 		– Sell
-5,228
Closed -$210K – 2378
2022
Q1 		$210K Buy
5,228
+396
+8% +$17.9K ﹤0.01% 2063
2021
Q4 		$245K Sell
4,832
-873
-15% -$43.7K ﹤0.01% 2123
2021
Q3 		$261K Sell
5,705
-4,757
-45% -$231K ﹤0.01% 2031
2021
Q2 		$537K Buy
10,462
+849
+9% +$44K ﹤0.01% 1591
2021
Q1 		$485K Buy
9,613
+911
+10% +$43.8K ﹤0.01% 1578
2020
Q4 		$401K Buy
8,702
+1,982
+29% +$77.5K ﹤0.01% 1707
2020
Q3 		$213K Buy
+6,720
New +$184K ﹤0.01% 1880

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janney Montgomery Scott's IESC Position: Q1 2026 in Review

Janney Montgomery Scott increased its IES Holdings (IESC) stake by 27% in Q1 2026, buying an estimated $576K and bringing the position to 5,836 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #1122.

Janney Montgomery Scott first reported a position in IESC in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.61M in Q3 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Janney Montgomery Scott held 5,836 shares of IES Holdings worth $2.78M as of Q1 2026.
  • Janney Montgomery Scott bought 1,256 IES Holdings shares in Q1 2026, an estimated $576K.
  • IES Holdings made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1122 holding.
  • Janney Montgomery Scott first reported a position in IES Holdings in Q3 2020 and has held it in 16 quarters since.
  • Janney Montgomery Scott's IES Holdings position peaked at $5.61M in Q3 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.