LPL Financial’s IBEX IBEX Stock Holding History

LPL Financial’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 Q1	–	Sell	-5,745	Closed	-$219K	–	6067
2025 Q4	$219K	Buy	5,745 +699	+14%	+$25.9K	﹤0.01%	5390
2025 Q3	$204K	Buy	+5,046	New	+$160K	﹤0.01%	5340

Other funds holding IBEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPL Financial's IBEX Position: Q1 2026 in Review

LPL Financial sold out of IBEX (IBEX) in Q1 2026, closing a stake of 5,745 shares — an estimated $219K sold.

LPL Financial first reported a position in IBEX in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

LPL Financial reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 5,745 IBEX shares in Q1 2026, an estimated $219K.
LPL Financial first reported a position in IBEX in Q3 2025 and held it in 2 quarters.
LPL Financial's IBEX position peaked at $219K in Q4 2025.
167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.