Richard Bernstein Advisors »

Ies Hldgs shares owned by Richard Bernstein Advisors

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Richard Bernstein Advisors from 13F filings

Historical chart of Richard Bernstein Advisors investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Richard Bernstein Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ies Hldgs by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 3.6k 476.47

More positions owned by Richard Bernstein Advisors

Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Msci Emrg Chn (EMXC)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust State Street Spd (BIL)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Graniteshares Gold Tr Shs Ben Int (BAR)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Glob Hlthcre Etf (IXJ)
NVIDIA Corporation (NVDA)

View all positions for Richard Bernstein Advisors

Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
Vanguard Group
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Vanguard Portfolio Management
First Trust Advisors
Geode Capital Management
Pertento Partners
State Street Corporation
UBS Group
Morgan Stanley
Franklin Resources
Arrowstreet Capital, Limited Partnership

View all funds holding Ies Hldgs