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Independent Financial Group’s Terex TEX Stock Holding History

Independent Financial Group’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$316K Hold
4,363
– – 0.01% 1211
2026
Q1 		$258K Buy
+4,363
New +$270K 0.01% 1234
2024
Q2 		– Sell
-7,900
Closed -$509K – 1147
2024
Q1 		$509K Sell
7,900
-250
-3% -$14.7K 0.02% 578
2023
Q4 		$468K Buy
+8,150
New +$421K 0.03% 566

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's TEX Position: Q2 2026 in Review

Independent Financial Group held its Terex (TEX) position steady in Q2 2026 at 4,363 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1211.

Independent Financial Group first reported a position in TEX in Q4 2023 and has held it in 4 quarters since. The position peaked at $509K in Q1 2024. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Independent Financial Group held 4,363 shares of Terex worth $316K as of Q2 2026.
  • Independent Financial Group left its Terex share count unchanged in Q2 2026.
  • Terex made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1211 holding.
  • Independent Financial Group first reported a position in Terex in Q4 2023 and has held it in 4 quarters since.
  • Independent Financial Group's Terex position peaked at $509K in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.