LPL Financial’s IES Holdings IESC Stock Holding History

LPL Financial’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 Q3	$26.5M	Buy	82,433 +2,857	+4%	+$944K	0.01%	1427
2026 Q2	$29.2M	Sell	79,576 -16,360	-17%	-$5.28M	0.01%	1323
2026 Q1	$22.9M	Sell	95,936 -7,286	-7%	-$1.67M	0.01%	1373
2025 Q4	$20.1M	Buy	103,222 +4,404	+4%	+$885K	0.01%	1409
2025 Q3	$19.6M	Sell	98,818 -10,534	-10%	-$1.81M	0.01%	1381
2025 Q2	$16.2M	Buy	109,352 +10,824	+11%	+$1.28M	0.01%	1395
2025 Q1	$8.13M	Buy	98,528 +5,676	+6%	+$592K	﹤0.01%	1759
2024 Q4	$9.33M	Buy	92,852 +79,356	+588%	+$9.5M	﹤0.01%	1597
2024 Q3	$1.35M	Buy	13,496 +4,412	+49%	+$358K	﹤0.01%	3111
2024 Q2	$633K	Buy	+9,084	New	+$639K	﹤0.01%	3660

Other funds holding IESC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial's IESC Position: Q3 2026 in Review

LPL Financial increased its IES Holdings (IESC) stake by 3.6% in Q3 2026, buying an estimated $944K and bringing the position to 82,433 shares worth $26.5M. The position accounts for 0.01% of the portfolio, ranked #1427.

LPL Financial first reported a position in IESC in Q2 2024 and has held it in 10 quarters since. The position peaked at $29.2M in Q2 2026. 194 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

LPL Financial held 82,433 shares of IES Holdings worth $26.5M as of Q3 2026.
LPL Financial bought 2,857 IES Holdings shares in Q3 2026, an estimated $944K.
IES Holdings made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1427 holding.
LPL Financial first reported a position in IES Holdings in Q2 2024 and has held it in 10 quarters since.
LPL Financial's IES Holdings position peaked at $29.2M in Q2 2026.
194 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.