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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
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 $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IBEX Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its IBEX (IBEX) stake by 11% in Q1 2026, selling an estimated $32.8K and leaving 7,951 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #501.

Pinnacle Wealth Management Advisory Group first reported a position in IBEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $342K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 7,951 shares of IBEX worth $213K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,015 IBEX shares in Q1 2026, an estimated $32.8K.
  • IBEX made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #501 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in IBEX in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's IBEX position peaked at $342K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.