Eastern Bank’s IDEX IEX Stock Holding History

Eastern Bank’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	$23K	Hold	101	–	–	﹤0.01%	771
2026 Q2	$22.9K	Buy	+101	New	+$21.4K	﹤0.01%	750
2023 Q2	–	Sell	-11,173	Closed	-$2.58M	–	203
2023 Q1	$2.58M	Buy	11,173 +316	+3%	+$71.7K	0.13%	106
2022 Q4	$2.48M	Buy	10,857 +229	+2%	+$51.2K	0.13%	100
2022 Q3	$2.12M	Buy	10,628 +417	+4%	+$84.3K	0.12%	103
2022 Q2	$1.85M	Buy	10,211 +603	+6%	+$114K	0.1%	109
2022 Q1	$1.84M	Sell	9,608 -457	-5%	-$92.7K	0.09%	108
2021 Q4	$2.38M	Buy	10,065 +73	+0.7%	+$16.6K	0.1%	107
2021 Q3	$2.07M	Buy	9,992 +136	+1%	+$30.2K	0.1%	105
2021 Q2	$2.17M	Buy	9,856 +539	+6%	+$119K	0.11%	105
2021 Q1	$1.95M	Sell	9,317 -1,038	-10%	-$206K	0.11%	106
2020 Q4	$2.06M	Buy	10,355 +45	+0.4%	+$8.56K	0.12%	98
2020 Q3	$1.88M	Sell	10,310 -31	-0.3%	-$5.37K	0.12%	99
2020 Q2	$1.63M	Buy	+10,341	New	+$1.58M	0.11%	98

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 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

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

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Eastern Bank's IEX Position: Q3 2026 in Review

Eastern Bank held its IDEX (IEX) position steady in Q3 2026 at 101 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Eastern Bank first reported a position in IEX in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.58M in Q1 2023. 137 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Eastern Bank held 101 shares of IDEX worth $23K as of Q3 2026.
Eastern Bank left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #771 holding.
Eastern Bank first reported a position in IDEX in Q2 2020 and has held it in 14 quarters since.
Eastern Bank's IDEX position peaked at $2.58M in Q1 2023.
137 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.