KFGK
IESC icon

Keystone Financial Group (Kentucky)’s IES Holdings IESC Stock Holding History

Keystone Financial Group (Kentucky)’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
2025
Q3 		– Sell
-1,050
Closed -$311K – 453
2025
Q2 		$311K Buy
+1,050
New +$247K 0.03% 311

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IESC Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 1,050 shares — an estimated $311K sold.

Keystone Financial Group (Kentucky) first reported a position in IESC in Q2 2025 and held it in 1 quarter. The position peaked at $311K in Q2 2025. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Keystone Financial Group (Kentucky) reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 1,050 IES Holdings shares in Q3 2025, an estimated $311K.
  • Keystone Financial Group (Kentucky) first reported a position in IES Holdings in Q2 2025 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s IES Holdings position peaked at $311K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.