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Stonebridge Financial Group (Pennsylvania)’s IES Holdings IESC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1
Closed -$165 – 543
2025
Q1 		$165 Buy
+1
New +$209 ﹤0.01% 947

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IESC Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 1 share — an estimated $165 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IESC in Q1 2025 and held it in 1 quarter. The position peaked at $165 in Q1 2025. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 IES Holdings share in Q2 2025, an estimated $165.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in IES Holdings in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s IES Holdings position peaked at $165 in Q1 2025.
  • 273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.