Stifel Financial
IESC icon

Stifel Financial’s IES Holdings IESC Stock Holding History

Stifel 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 		$1.29M Sell
3,516
-1,824
-34% -$589K ﹤0.01% 2386
2026
Q1 		$1.27M Sell
5,340
-110
-2% -$25.2K ﹤0.01% 2284
2025
Q4 		$1.06M Sell
5,450
-214
-4% -$43K ﹤0.01% 2408
2025
Q3 		$1.13M Buy
5,664
+478
+9% +$82.3K ﹤0.01% 2330
2025
Q2 		$768K Sell
5,186
-96
-2% -$11.3K ﹤0.01% 2510
2025
Q1 		$436K Sell
5,282
-734
-12% -$76.5K ﹤0.01% 2772
2024
Q4 		$605K Sell
6,016
-308
-5% -$37K ﹤0.01% 2564
2024
Q3 		$631K Buy
+6,324
New +$513K ﹤0.01% 2525

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Stifel Financial's IESC Position: Q2 2026 in Review

Stifel Financial reduced its IES Holdings (IESC) stake by 34% in Q2 2026, selling an estimated $589K and leaving 3,516 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Stifel Financial first reported a position in IESC in Q3 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Stifel Financial held 3,516 shares of IES Holdings worth $1.29M as of Q2 2026.
  • Stifel Financial sold 1,824 IES Holdings shares in Q2 2026, an estimated $589K.
  • IES Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2386 holding.
  • Stifel Financial first reported a position in IES Holdings in Q3 2024 and has held it in 8 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.