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Sargent Investment Group’s IBEX IBEX Stock Holding History

Sargent Investment 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 		– Sell
-6,509
Closed -$249K – 274
2025
Q4 		$249K Buy
+6,509
New +$241K 0.03% 224

Other funds holding IBEX

BlackRock
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American Century Companies
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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

Sargent Investment Group's IBEX Position: Q1 2026 in Review

Sargent Investment Group sold out of IBEX (IBEX) in Q1 2026, closing a stake of 6,509 shares — an estimated $249K sold.

Sargent Investment Group first reported a position in IBEX in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Sargent Investment Group reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
  • Sargent Investment Group sold 6,509 IBEX shares in Q1 2026, an estimated $249K.
  • Sargent Investment Group first reported a position in IBEX in Q4 2025 and held it in 1 quarter.
  • Sargent Investment Group's IBEX position peaked at $249K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.