BFG
IEX icon

Beacon Financial Group’s IDEX IEX Stock Holding History

Beacon Financial Group’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Sell
1,796
-255
-12% -$53.9K 0.04% 275
2026
Q1 		$389K Buy
2,051
+646
+46% +$128K 0.04% 262
2025
Q4 		$250K Sell
1,405
-368
-21% -$62.9K 0.02% 308
2025
Q3 		$289K Buy
+1,773
New +$299K 0.03% 298

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beacon Financial Group's IEX Position: Q2 2026 in Review

Beacon Financial Group reduced its IDEX (IEX) stake by 12% in Q2 2026, selling an estimated $53.9K and leaving 1,796 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #275.

Beacon Financial Group first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Beacon Financial Group held 1,796 shares of IDEX worth $408K as of Q2 2026.
  • Beacon Financial Group sold 255 IDEX shares in Q2 2026, an estimated $53.9K.
  • IDEX made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #275 holding.
  • Beacon Financial Group first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.