Y-Intercept (HK)’s IES Holdings IESC Stock Holding History

Y-Intercept (HK)’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	–	Sell	-5,906	Closed	-$2.17M	–	1802
2026 Q2	$2.17M	Buy	+5,906	New	+$1.91M	0.04%	653

Other funds holding IESC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Y-Intercept (HK)'s IESC Position: Q3 2026 in Review

Y-Intercept (HK) sold out of IES Holdings (IESC) in Q3 2026, closing a stake of 5,906 shares — an estimated $2.17M sold.

Y-Intercept (HK) first reported a position in IESC in Q2 2026 and held it in 1 quarter. The position peaked at $2.17M in Q2 2026. 116 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Y-Intercept (HK) reported no remaining IES Holdings position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 5,906 IES Holdings shares in Q3 2026, an estimated $2.17M.
Y-Intercept (HK) first reported a position in IES Holdings in Q2 2026 and held it in 1 quarter.
Y-Intercept (HK)'s IES Holdings position peaked at $2.17M in Q2 2026.
116 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.