Swedbank’s IES Holdings IESC Stock Holding History

Swedbank’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	$35.3M	Sell	48,000 -6,000	-11%	-$3.87M	0.03%	298
2026 Q1	$25.7M	Sell	54,000 -11,000	-17%	-$5.04M	0.03%	333
2025 Q4	$25.3M	Sell	65,000 -16,000	-20%	-$6.43M	0.02%	344
2025 Q3	$32.2M	Buy	81,000 +49,000	+153%	+$16.9M	0.03%	293
2025 Q2	$9.48M	Buy	32,000 +13,000	+68%	+$3.06M	0.01%	482
2025 Q1	$3.14M	Buy	+19,000	New	+$3.96M	﹤0.01%	584

Other funds holding IESC

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Swedbank's IESC Position: Q2 2026 in Review

Swedbank reduced its IES Holdings (IESC) stake by 11% in Q2 2026, selling an estimated $3.87M and leaving 48,000 shares worth $35.3M. The position accounts for 0.03% of the portfolio, ranked #298.

Swedbank first reported a position in IESC in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Swedbank held 48,000 shares of IES Holdings worth $35.3M as of Q2 2026.
Swedbank sold 6,000 IES Holdings shares in Q2 2026, an estimated $3.87M.
IES Holdings made up 0.03% of Swedbank's portfolio in Q2 2026, its #298 holding.
Swedbank first reported a position in IES Holdings in Q1 2025 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.