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Pinnacle Wealth Management Advisory Group’s IBEX IBEX Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$321K Buy
10,576
+2,625
+33% +$78.2K 0.02% 400
2026
Q1 		$213K Sell
7,951
-1,015
-11% -$32.8K 0.01% 501
2025
Q4 		$342K Buy
+8,966
New +$332K 0.02% 364

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 Wealth Management Advisory Group's IBEX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its IBEX (IBEX) stake by 33% in Q2 2026, buying an estimated $78.2K and bringing the position to 10,576 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #400.

Pinnacle Wealth Management Advisory Group first reported a position in IBEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 152 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 10,576 shares of IBEX worth $321K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 2,625 IBEX shares in Q2 2026, an estimated $78.2K.
  • IBEX made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #400 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in IBEX in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's IBEX position peaked at $342K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.