Osaic Holdings
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Osaic Holdings’s IBEX IBEX Stock Holding History

Osaic Holdings’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
Q2 		$18.4K Buy
605
+75
+14% +$2.23K ﹤0.01% 6236
2026
Q1 		$14.2K Buy
530
+265
+100% +$8.57K ﹤0.01% 6081
2025
Q4 		$10.1K Sell
265
-1
-0.4% -$37 ﹤0.01% 6348
2025
Q3 		$8.76K Buy
266
+82
+45% +$2.61K ﹤0.01% 6446
2025
Q2 		$5.35K Buy
184
+34
+23% +$909 ﹤0.01% 6502
2025
Q1 		$3.65K Buy
150
+75
+100% +$1.8K ﹤0.01% 6341
2024
Q4 		$1.61K Hold
75
– – ﹤0.01% 6693
2024
Q3 		$1.5K Hold
75
– – ﹤0.01% 6718
2024
Q2 		$1.21K Buy
+75
New +$1.11K ﹤0.01% 6759
2023
Q4 		– Sell
-86
Closed -$1.33K – 7382
2023
Q3 		$1.33K Buy
+86
New +$1.61K ﹤0.01% 6754

Other funds holding IBEX

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings's IBEX Position: Q2 2026 in Review

Osaic Holdings increased its IBEX (IBEX) stake by 14% in Q2 2026, buying an estimated $2.23K and bringing the position to 605 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6236.

Osaic Holdings first reported a position in IBEX in Q3 2023 and has held it in 10 quarters since. 152 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Osaic Holdings held 605 shares of IBEX worth $18.4K as of Q2 2026.
  • Osaic Holdings bought 75 IBEX shares in Q2 2026, an estimated $2.23K.
  • IBEX made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6236 holding.
  • Osaic Holdings first reported a position in IBEX in Q3 2023 and has held it in 10 quarters since.
  • 152 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.