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 Q3	$1.24M	Hold	6,450	–	–	0.32%	39
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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Trinity Financial Advisors's IBP Position: Q3 2026 in Review

Trinity Financial Advisors held its Installed Building Products (IBP) position steady in Q3 2026 at 6,450 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #39.

Trinity Financial Advisors first reported a position in IBP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2026. 118 funds tracked by Wall St. Rank hold IBP as of Q3 2026.

Trinity Financial Advisors held 6,450 shares of Installed Building Products worth $1.24M as of Q3 2026.
Trinity Financial Advisors left its Installed Building Products share count unchanged in Q3 2026.
Installed Building Products made up 0.32% of Trinity Financial Advisors's portfolio in Q3 2026, its #39 holding.
Trinity Financial Advisors first reported a position in Installed Building Products in Q2 2025 and has held it in 6 quarters since.
Trinity Financial Advisors's Installed Building Products position peaked at $1.71M in Q1 2026.
118 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.