Financial Management Professionals
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Financial Management Professionals’s IDEX IEX Stock Holding History

Financial Management Professionals’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 		$5.7K Hold
25
– – ﹤0.01% 658
2026
Q2 		$5.67K Buy
25
+2
+9% +$423 ﹤0.01% 669
2026
Q1 		$4.36K Buy
23
+7
+44% +$1.38K ﹤0.01% 637
2025
Q4 		$2.85K Buy
+16
New +$2.73K ﹤0.01% 677
2023
Q4 		– Sell
-5
Closed -$1K – 983
2023
Q3 		$1K Hold
5
– – ﹤0.01% 797
2023
Q2 		$1K Hold
5
– – ﹤0.01% 832
2023
Q1 		$1K Buy
+5
New +$1.14K ﹤0.01% 895

Other funds holding IEX

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Financial Management Professionals's IEX Position: Q3 2026 in Review

Financial Management Professionals held its IDEX (IEX) position steady in Q3 2026 at 25 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Financial Management Professionals first reported a position in IEX in Q1 2023 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Financial Management Professionals held 25 shares of IDEX worth $5.7K as of Q3 2026.
  • Financial Management Professionals left its IDEX share count unchanged in Q3 2026.
  • IDEX made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #658 holding.
  • Financial Management Professionals first reported a position in IDEX in Q1 2023 and has held it in 7 quarters since.
  • 137 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.