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Trinity Financial Advisors’s Installed Building Products IBP Stock Holding History

Trinity Financial Advisors’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 		$1.48M Hold
6,450
– – 0.38% 38
2026
Q1 		$1.71M Hold
6,450
– – 0.49% 31
2025
Q4 		$1.67M Hold
6,450
– – 0.47% 34
2025
Q3 		$1.59M Sell
6,450
-450
-7% -$107K 0.46% 34
2025
Q2 		$1.24M Buy
+6,900
New +$1.15M 0.38% 36

Other funds holding IBP

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trinity Financial Advisors's IBP Position: Q2 2026 in Review

Trinity Financial Advisors held its Installed Building Products (IBP) position steady in Q2 2026 at 6,450 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #38.

Trinity Financial Advisors first reported a position in IBP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q1 2026. 111 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Trinity Financial Advisors held 6,450 shares of Installed Building Products worth $1.48M as of Q2 2026.
  • Trinity Financial Advisors left its Installed Building Products share count unchanged in Q2 2026.
  • Installed Building Products made up 0.38% of Trinity Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Trinity Financial Advisors first reported a position in Installed Building Products in Q2 2025 and has held it in 5 quarters since.
  • Trinity Financial Advisors's Installed Building Products position peaked at $1.71M in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.