TFS
IA

Thoroughbred Financial Services’s Innovative Solutions & Support IA Stock Holding History

Thoroughbred Financial Services’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$532K Buy
+29,586
New +$572K 0.03% 405
2025
Q3 		– Sell
-53,807
Closed -$746K – 574
2025
Q2 		$746K Buy
+53,807
New +$489K 0.05% 314

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Thoroughbred Financial Services's IA Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in Innovative Solutions & Support (IA) in Q2 2026: 29,586 shares worth $532K. The stake represents 0.03% of the portfolio and ranks #405 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in IA as recently as Q2 2025.

Thoroughbred Financial Services first reported a position in IA in Q2 2025 and has held it in 2 quarters since. The position peaked at $746K in Q2 2025. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Thoroughbred Financial Services held 29,586 shares of Innovative Solutions & Support worth $532K as of Q2 2026.
  • Innovative Solutions & Support was a new Thoroughbred Financial Services position in Q2 2026.
  • Innovative Solutions & Support made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #405 holding.
  • Thoroughbred Financial Services first reported a position in Innovative Solutions & Support in Q2 2025 and has held it in 2 quarters since.
  • Thoroughbred Financial Services's Innovative Solutions & Support position peaked at $746K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.