Raymond James Financial’s IES Holdings IESC Stock Holding History

Raymond James Financial’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 Q2	$4.81M	Sell	13,096 -42,238	-76%	-$13.6M	﹤0.01%	2760
2026 Q1	$12.7M	Sell	55,334 -2,020	-4%	-$463K	﹤0.01%	1818
2025 Q4	$11.2M	Sell	57,354 -6,306	-10%	-$1.27M	﹤0.01%	1863
2025 Q3	$12.7M	Buy	63,660 +62,094	+3,965%	+$10.7M	﹤0.01%	1744
2025 Q2	$232K	Sell	1,566 -21,124	-93%	-$2.49M	﹤0.01%	4438
2025 Q1	$1.87M	Sell	22,690 -804	-3%	-$83.8K	﹤0.01%	3033
2024 Q4	$2.36M	Buy	+23,494	New	+$2.82M	﹤0.01%	2844

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Raymond James Financial's IESC Position: Q2 2026 in Review

Raymond James Financial reduced its IES Holdings (IESC) stake by 76% in Q2 2026, selling an estimated $13.6M and leaving 13,096 shares worth $4.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Raymond James Financial first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q1 2026. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Raymond James Financial held 13,096 shares of IES Holdings worth $4.81M as of Q2 2026.
Raymond James Financial sold 42,238 IES Holdings shares in Q2 2026, an estimated $13.6M.
IES Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2760 holding.
Raymond James Financial first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's IES Holdings position peaked at $12.7M in Q1 2026.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.