Mather Group
IESC icon

Mather Group’s IES Holdings IESC Stock Holding History

Mather Group’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 		$1.6K Buy
+5
New +$1.65K ﹤0.01% 2089

Other funds holding IESC

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Mather Group's IESC Position: Q3 2026 in Review

Mather Group opened a new position in IES Holdings (IESC) in Q3 2026: 5 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #2089 among its holdings.

70 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Mather Group held 5 shares of IES Holdings worth $1.6K as of Q3 2026.
  • IES Holdings was a new Mather Group position in Q3 2026.
  • IES Holdings made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2089 holding.
  • 70 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.