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BOLTON SECURITIES CORPORATION’s Intrepid Potash IPI Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.75M Buy
+57,298
New +$1.8M 0.08% 265
2025
Q1 		$1.68M Buy
+57,298
New +$1.51M 0.1% 226

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Gate City Capital Management
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
Goehring & Rozencwajg Associates
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IPI Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Intrepid Potash (IPI) in Q3 2025: 57,298 shares worth $1.75M. The stake represents 0.08% of the portfolio and ranks #265 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IPI as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in IPI in Q1 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold IPI as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 57,298 shares of Intrepid Potash worth $1.75M as of Q3 2025.
  • Intrepid Potash was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Intrepid Potash made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #265 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Intrepid Potash in Q1 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.