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Kestra Advisory Services’s IBEX IBEX Stock Holding History

Kestra Advisory Services’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.68M Buy
55,170
+4,343
+9% +$129K 0.01% 1463
2026
Q1 		$1.36M Buy
50,827
+2,800
+6% +$90.6K 0.01% 1526
2025
Q4 		$1.83M Buy
48,027
+1,944
+4% +$71.9K 0.01% 1271
2025
Q3 		$1.87M Buy
+46,083
New +$1.46M 0.01% 1195

Other funds holding IBEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Advisory Services's IBEX Position: Q2 2026 in Review

Kestra Advisory Services increased its IBEX (IBEX) stake by 8.5% in Q2 2026, buying an estimated $129K and bringing the position to 55,170 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1463.

Kestra Advisory Services first reported a position in IBEX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Kestra Advisory Services held 55,170 shares of IBEX worth $1.68M as of Q2 2026.
  • Kestra Advisory Services bought 4,343 IBEX shares in Q2 2026, an estimated $129K.
  • IBEX made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1463 holding.
  • Kestra Advisory Services first reported a position in IBEX in Q3 2025 and has held it in 4 quarters since.
  • Kestra Advisory Services's IBEX position peaked at $1.87M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.