State Street
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State Street’s IBEX IBEX Stock Holding History

State Street’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 		$5M Sell
186,272
-10,383
-5% -$336K ﹤0.01% 2968
2025
Q4 		$7.51M Buy
196,655
+1,258
+0.6% +$46.5K ﹤0.01% 2794
2025
Q3 		$7.92M Buy
195,397
+6,903
+4% +$219K ﹤0.01% 2764
2025
Q2 		$5.49M Sell
188,494
-1,485
-0.8% -$39.7K ﹤0.01% 2902
2025
Q1 		$4.63M Buy
189,979
+12,815
+7% +$307K ﹤0.01% 2907
2024
Q4 		$3.81M Sell
177,164
-3,871
-2% -$76.1K ﹤0.01% 3072
2024
Q3 		$3.62M Buy
181,035
+2,105
+1% +$36.2K ﹤0.01% 3102
2024
Q2 		$2.9M Sell
178,930
-2,253
-1% -$33.3K ﹤0.01% 3162
2024
Q1 		$2.8M Buy
181,183
+834
+0.5% +$13.7K ﹤0.01% 3167
2023
Q4 		$3.43M Buy
180,349
+41,141
+30% +$715K ﹤0.01% 3121
2023
Q3 		$2.15M Sell
139,208
-9,672
-6% -$181K ﹤0.01% 3298
2023
Q2 		$3.16M Buy
148,880
+23,456
+19% +$502K ﹤0.01% 3210
2023
Q1 		$3.06M Buy
125,424
+39,757
+46% +$1.06M ﹤0.01% 3170
2022
Q4 		$2.13M Buy
85,667
+6,481
+8% +$146K ﹤0.01% 3356
2022
Q3 		$1.47M Buy
79,186
+1,432
+2% +$25.1K ﹤0.01% 3492
2022
Q2 		$1.31M Buy
77,754
+1,055
+1% +$17.2K ﹤0.01% 3583
2022
Q1 		$1.22M Buy
76,699
+11,793
+18% +$176K ﹤0.01% 3743
2021
Q4 		$837K Sell
64,906
-1,158
-2% -$18.4K ﹤0.01% 3854
2021
Q3 		$1.12M Buy
66,064
+1,010
+2% +$19.5K ﹤0.01% 3755
2021
Q2 		$1.27M Sell
65,054
-4,475
-6% -$96.8K ﹤0.01% 3627
2021
Q1 		$1.53M Buy
69,529
+4,818
+7% +$98.5K ﹤0.01% 3529
2020
Q4 		$1.21M Buy
+64,711
New +$1.15M ﹤0.01% 3527

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

State Street's IBEX Position: Q1 2026 in Review

State Street reduced its IBEX (IBEX) stake by 5.3% in Q1 2026, selling an estimated $336K and leaving 186,272 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

State Street first reported a position in IBEX in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.92M in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • State Street held 186,272 shares of IBEX worth $5M as of Q1 2026.
  • State Street sold 10,383 IBEX shares in Q1 2026, an estimated $336K.
  • IBEX made up ﹤0.01% of State Street's portfolio in Q1 2026, its #2968 holding.
  • State Street first reported a position in IBEX in Q4 2020 and has held it in 22 quarters since.
  • State Street's IBEX position peaked at $7.92M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.