OF
IBP icon

Optimize Financial’s Installed Building Products IBP Stock Holding History

Optimize Financial’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$555K Buy
+2,094
New +$627K 0.27% 80

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimize Financial's IBP Position: Q1 2026 in Review

Optimize Financial opened a new position in Installed Building Products (IBP) in Q1 2026: 2,094 shares worth $555K. The stake represents 0.27% of the portfolio and ranks #80 among its holdings.

447 funds tracked by Wall St. Rank hold IBP as of Q1 2026.

  • Optimize Financial held 2,094 shares of Installed Building Products worth $555K as of Q1 2026.
  • Installed Building Products was a new Optimize Financial position in Q1 2026.
  • Installed Building Products made up 0.27% of Optimize Financial's portfolio in Q1 2026, its #80 holding.
  • 447 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.