Summit Financial Strategies’s Installed Building Products IBP Stock Holding History

Summit Financial Strategies’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Buy	5,189 +2,293	+79%	+$557K	0.08%	70
2026 Q1	$768K	Hold	2,896	–	–	0.06%	77
2025 Q4	$751K	Buy	2,896 +786	+37%	+$203K	0.06%	74
2025 Q3	$520K	Hold	2,110	–	–	0.04%	90
2025 Q2	$380K	Buy	2,110 +10	+0.5%	+$1.66K	0.04%	105
2025 Q1	$360K	Buy	2,100 +50	+2%	+$9.02K	0.04%	103
2024 Q4	$359K	Hold	2,050	–	–	0.04%	101
2024 Q3	$505K	Hold	2,050	–	–	0.06%	83
2024 Q2	$422K	Hold	2,050	–	–	0.05%	91
2024 Q1	$530K	Hold	2,050	–	–	0.07%	74
2023 Q4	$375K	Hold	2,050	–	–	0.06%	93
2023 Q3	$256K	Sell	2,050 -596	-23%	-$84.2K	0.05%	105
2023 Q2	$371K	Sell	2,646 -1,185	-31%	-$140K	0.07%	88
2023 Q1	$437K	Hold	3,831	–	–	0.09%	76
2022 Q4	$328K	Buy	+3,831	New	+$323K	0.07%	86
2022 Q1	–	Sell	-2,372	Closed	-$331K	–	126
2021 Q4	$331K	Sell	2,372 -1,000	-30%	-$128K	0.06%	85
2021 Q3	$361K	Sell	3,372 -457	-12%	-$54.5K	0.07%	78
2021 Q2	$469K	Buy	+3,829	New	+$467K	0.09%	65
2015 Q3	–	Sell	-14,861	Closed	-$364K	–	47
2015 Q2	$364K	Buy	+14,861	New	+$335K	0.28%	32

Other funds holding IBP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial Strategies's IBP Position: Q2 2026 in Review

Summit Financial Strategies increased its Installed Building Products (IBP) stake by 79% in Q2 2026, buying an estimated $557K and bringing the position to 5,189 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #70.

Summit Financial Strategies first reported a position in IBP in Q2 2015 and has held it in 19 quarters since. 190 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Summit Financial Strategies held 5,189 shares of Installed Building Products worth $1.19M as of Q2 2026.
Summit Financial Strategies bought 2,293 Installed Building Products shares in Q2 2026, an estimated $557K.
Installed Building Products made up 0.08% of Summit Financial Strategies's portfolio in Q2 2026, its #70 holding.
Summit Financial Strategies first reported a position in Installed Building Products in Q2 2015 and has held it in 19 quarters since.
190 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.