SBK Financial’s Idacorp IDA Stock Holding History

SBK Financial’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-29	Closed	-$4.15K	–	311
2026 Q1	$4.15K	Buy	+29	New	+$3.98K	﹤0.01%	235

Other funds holding IDA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

SBK Financial's IDA Position: Q2 2026 in Review

SBK Financial sold out of Idacorp (IDA) in Q2 2026, closing a stake of 29 shares — an estimated $4.15K sold.

SBK Financial first reported a position in IDA in Q1 2026 and held it in 1 quarter. The position peaked at $4.15K in Q1 2026. 570 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

SBK Financial reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 29 Idacorp shares in Q2 2026, an estimated $4.15K.
SBK Financial first reported a position in Idacorp in Q1 2026 and held it in 1 quarter.
SBK Financial's Idacorp position peaked at $4.15K in Q1 2026.
570 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.