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Linden Thomas Advisory Services’s IES Holdings IESC Stock Holding History

Linden Thomas Advisory Services’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 		$522K Sell
710
-3
-0.4% -$1.94K 0.04% 408
2026
Q1 		$340K Buy
+713
New +$327K 0.03% 420

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Linden Thomas Advisory Services's IESC Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its IES Holdings (IESC) stake by 0.42% in Q2 2026, selling an estimated $1.94K and leaving 710 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #408.

Linden Thomas Advisory Services first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Linden Thomas Advisory Services held 710 shares of IES Holdings worth $522K as of Q2 2026.
  • Linden Thomas Advisory Services sold 3 IES Holdings shares in Q2 2026, an estimated $1.94K.
  • IES Holdings made up 0.04% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #408 holding.
  • Linden Thomas Advisory Services first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.