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Pinnacle Associates’s IBEX IBEX Stock Holding History

Pinnacle Associates’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 		$6.11M Buy
201,095
+36,997
+23% +$1.1M 0.07% 247
2026
Q1 		$4.4M Buy
164,098
+134,487
+454% +$4.35M 0.06% 278
2025
Q4 		$1.13M Buy
29,611
+41
+0.1% +$1.52K 0.01% 497
2025
Q3 		$1.2M Sell
29,570
-6,650
-18% -$211K 0.02% 478
2025
Q2 		$1.05M Buy
36,220
+5,700
+19% +$152K 0.02% 493
2025
Q1 		$743K Hold
30,520
– – 0.01% 540
2024
Q4 		$656K Buy
+30,520
New +$600K 0.01% 551

Other funds holding IBEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Pinnacle Associates's IBEX Position: Q2 2026 in Review

Pinnacle Associates increased its IBEX (IBEX) stake by 23% in Q2 2026, buying an estimated $1.1M and bringing the position to 201,095 shares worth $6.11M. The position accounts for 0.07% of the portfolio, ranked #247.

Pinnacle Associates first reported a position in IBEX in Q4 2024 and has held it in 7 quarters since. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Pinnacle Associates held 201,095 shares of IBEX worth $6.11M as of Q2 2026.
  • Pinnacle Associates bought 36,997 IBEX shares in Q2 2026, an estimated $1.1M.
  • IBEX made up 0.07% of Pinnacle Associates's portfolio in Q2 2026, its #247 holding.
  • Pinnacle Associates first reported a position in IBEX in Q4 2024 and has held it in 7 quarters since.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.