PFG Advisors
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PFG Advisors’s IES Holdings IESC Stock Holding History

PFG Advisors’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 		$2.4M Buy
7,474
+364
+5% +$120K 0.12% 203
2026
Q2 		$2.61M Sell
7,110
-138
-2% -$44.6K 0.13% 192
2026
Q1 		$1.73M Buy
7,248
+346
+5% +$79.3K 0.08% 267
2025
Q4 		$1.34M Sell
6,902
-6
-0.1% -$1.21K 0.07% 310
2025
Q3 		$1.37M Buy
6,908
+398
+6% +$68.5K 0.06% 336
2025
Q2 		$964K Sell
6,510
-130
-2% -$15.3K 0.04% 310
2025
Q1 		$548K Sell
6,640
-980
-13% -$102K 0.03% 445
2024
Q4 		$766K Buy
7,620
+222
+3% +$26.7K 0.05% 370
2024
Q3 		$738K Sell
7,398
-34
-0.5% -$2.76K 0.05% 356
2024
Q2 		$518K Buy
7,432
+104
+1% +$7.31K 0.04% 413
2024
Q1 		$446K Buy
+7,328
New +$351K 0.03% 420

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
Peterson Wealth Services
Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return

PFG Advisors's IESC Position: Q3 2026 in Review

PFG Advisors increased its IES Holdings (IESC) stake by 5.1% in Q3 2026, buying an estimated $120K and bringing the position to 7,474 shares worth $2.4M. The position accounts for 0.12% of the portfolio, ranked #203.

PFG Advisors first reported a position in IESC in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.61M in Q2 2026. 89 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • PFG Advisors held 7,474 shares of IES Holdings worth $2.4M as of Q3 2026.
  • PFG Advisors bought 364 IES Holdings shares in Q3 2026, an estimated $120K.
  • IES Holdings made up 0.12% of PFG Advisors's portfolio in Q3 2026, its #203 holding.
  • PFG Advisors first reported a position in IES Holdings in Q1 2024 and has held it in 11 quarters since.
  • PFG Advisors's IES Holdings position peaked at $2.61M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.