BFSG LLC’s IDEX IEX Stock Holding History

BFSG LLC’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 Q3	$1.14K	Buy	+5	New	+$1.14K	﹤0.01%	832

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

BFSG LLC's IEX Position: Q3 2026 in Review

BFSG LLC opened a new position in IDEX (IEX) in Q3 2026: 5 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings.

221 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

BFSG LLC held 5 shares of IDEX worth $1.14K as of Q3 2026.
IDEX was a new BFSG LLC position in Q3 2026.
IDEX made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #832 holding.
221 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.