TFC Financial Management
IESC icon

TFC Financial Management’s IES Holdings IESC Stock Holding History

TFC Financial Management’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
Q3 		$643 Hold
2
– – ﹤0.01% 708
2026
Q2 		$735 Hold
2
– – ﹤0.01% 688
2026
Q1 		$477 Hold
2
– – ﹤0.01% 724
2025
Q4 		$390 Hold
2
– – ﹤0.01% 724
2025
Q3 		$398 Hold
2
– – ﹤0.01% 744
2025
Q2 		$297 Hold
2
– – ﹤0.01% 735
2025
Q1 		$166 Hold
2
– – ﹤0.01% 750
2024
Q4 		$201 Hold
2
– – ﹤0.01% 732
2024
Q3 		$200 Hold
2
– – ﹤0.01% 747
2024
Q2 		$140 Hold
2
– – ﹤0.01% 764
2024
Q1 		$122 Buy
+2
New +$96 ﹤0.01% 802

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Peterson Wealth Services
Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return

TFC Financial Management's IESC Position: Q3 2026 in Review

TFC Financial Management held its IES Holdings (IESC) position steady in Q3 2026 at 2 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #708.

TFC Financial Management first reported a position in IESC in Q1 2024 and has held it in 11 quarters since. The position peaked at $735 in Q2 2026. 89 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • TFC Financial Management held 2 shares of IES Holdings worth $643 as of Q3 2026.
  • TFC Financial Management left its IES Holdings share count unchanged in Q3 2026.
  • IES Holdings made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #708 holding.
  • TFC Financial Management first reported a position in IES Holdings in Q1 2024 and has held it in 11 quarters since.
  • TFC Financial Management's IES Holdings position peaked at $735 in Q2 2026.
  • 89 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.