First Pacific Financial
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First Pacific Financial’s IDEX IEX Stock Holding History

First Pacific Financial’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 		$12.8K Sell
56
-8
-13% -$1.82K ﹤0.01% 385
2026
Q2 		$14.5K Buy
64
+62
+3,100% +$13.1K ﹤0.01% 353
2026
Q1 		$380 Buy
+2
New +$395 ﹤0.01% 611
2024
Q3 		– Sell
-2,682
Closed -$540K – 399
2024
Q2 		$540K Sell
2,682
-171
-6% -$37.4K 0.14% 92
2024
Q1 		$696K Buy
2,853
+37
+1% +$8.36K 0.19% 80
2023
Q4 		$611K Sell
2,816
-39
-1% -$7.87K 0.19% 84
2023
Q3 		$594K Sell
2,855
-98
-3% -$21.3K 0.26% 75
2023
Q2 		$636K Buy
2,953
+28
+1% +$5.89K 0.27% 78
2023
Q1 		$676K Sell
2,925
-78
-3% -$17.7K 0.31% 71
2022
Q4 		$686K Buy
3,003
+42
+1% +$9.39K 0.34% 76
2022
Q3 		$592K Buy
2,961
+131
+5% +$26.5K 0.34% 78
2022
Q2 		$514K Buy
2,830
+51
+2% +$9.6K 0.24% 83
2022
Q1 		$533K Buy
2,779
+107
+4% +$21.7K 0.27% 77
2021
Q4 		$631K Buy
2,672
+19
+0.7% +$4.32K 0.3% 75
2021
Q3 		$549K Buy
2,653
+108
+4% +$24K 0.29% 75
2021
Q2 		$560K Buy
2,545
+199
+8% +$44K 0.31% 70
2021
Q1 		$491K Buy
2,346
+313
+15% +$62.1K 0.31% 71
2020
Q4 		$405K Buy
+2,033
New +$387K 0.25% 74

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

First Pacific Financial's IEX Position: Q3 2026 in Review

First Pacific Financial reduced its IDEX (IEX) stake by 13% in Q3 2026, selling an estimated $1.82K and leaving 56 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

First Pacific Financial first reported a position in IEX in Q4 2020 and has held it in 18 quarters since. The position peaked at $696K in Q1 2024. 137 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • First Pacific Financial held 56 shares of IDEX worth $12.8K as of Q3 2026.
  • First Pacific Financial sold 8 IDEX shares in Q3 2026, an estimated $1.82K.
  • IDEX made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #385 holding.
  • First Pacific Financial first reported a position in IDEX in Q4 2020 and has held it in 18 quarters since.
  • First Pacific Financial's IDEX position peaked at $696K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.