ACT — ENACT HOLDINGS

Ownership history in IBEX WEALTH ADVISORS  ·  2 quarters on record

This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in ENACT HOLDINGS (ACT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,782 +31 +0.4% 0.03% $298K $37.94
2025 Q2 INITIATED 7,751 — — 0.03% $288K $36.56
% of Fund (quarterly)    ACT price (monthly, adj. close)

Other funds also holding ACT

As of 2025 Q4 — sorted by position size

Glendon Capital Management LP 3Y 7Y 3.06% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.86% DENALI ADVISORS LLC 3Y 7Y 0.8% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.44% Measured Wealth Private Client Group, LLC 3Y 7Y 0.3% INCEPTIONR LLC 3Y 0.29% Regent Peak Wealth Advisors LLC 3Y 0.23% Factorial Partners, LLC 3Y 7Y 0.21% Quartz Partners, LLC 0.2% Edgestream Partners, L.P. 3Y 7Y 0.2%
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