Vista Finance
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Vista Finance’s IES Holdings IESC Stock Holding History

Vista Finance’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 		$342K Sell
1,064
-64
-6% -$21.2K 0.18% 33
2026
Q2 		$414K Sell
1,128
-56
-5% -$18.1K 0.23% 26
2026
Q1 		$282K Sell
1,184
-58
-5% -$13.3K 0.22% 38
2025
Q4 		$242K Sell
1,242
-62
-5% -$12.5K 0.16% 45
2025
Q3 		$259K Buy
+1,304
New +$224K 0.17% 41

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 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
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 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

Vista Finance's IESC Position: Q3 2026 in Review

Vista Finance reduced its IES Holdings (IESC) stake by 5.7% in Q3 2026, selling an estimated $21.2K and leaving 1,064 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #33.

Vista Finance first reported a position in IESC in Q3 2025 and has held it in 5 quarters since. The position peaked at $414K in Q2 2026. 105 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Vista Finance held 1,064 shares of IES Holdings worth $342K as of Q3 2026.
  • Vista Finance sold 64 IES Holdings shares in Q3 2026, an estimated $21.2K.
  • IES Holdings made up 0.18% of Vista Finance's portfolio in Q3 2026, its #33 holding.
  • Vista Finance first reported a position in IES Holdings in Q3 2025 and has held it in 5 quarters since.
  • Vista Finance's IES Holdings position peaked at $414K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.