Yousif Capital Management’s IES Holdings IESC Stock Holding History

Yousif Capital Management’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 Q2	$1.81M	Buy	+2,458	New	+$1.59M	0.02%	734

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Yousif Capital Management's IESC Position: Q2 2026 in Review

Yousif Capital Management opened a new position in IES Holdings (IESC) in Q2 2026: 2,458 shares worth $1.81M. The stake represents 0.02% of the portfolio and ranks #734 among its holdings.

37 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Yousif Capital Management held 2,458 shares of IES Holdings worth $1.81M as of Q2 2026.
IES Holdings was a new Yousif Capital Management position in Q2 2026.
IES Holdings made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #734 holding.
37 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.