National Bank of Canada
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National Bank of Canada’s IDEX IEX Stock Holding History

National Bank of Canada’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
Q2 		$11.7M Buy
51,662
+11,640
+29% +$2.46M 0.01% 713
2026
Q1 		$7.59M Sell
40,022
-7,475
-16% -$1.48M 0.01% 758
2025
Q4 		$8.45M Buy
47,497
+455
+1% +$77.7K 0.01% 757
2025
Q3 		$7.66M Sell
47,042
-5,744
-11% -$970K 0.01% 775
2025
Q2 		$9.27M Sell
52,786
-4,775
-8% -$847K 0.01% 803
2025
Q1 		$10.4M Buy
57,561
+21,686
+60% +$4.32M 0.01% 705
2024
Q4 		$7.51M Sell
35,875
-3,608
-9% -$790K 0.01% 866
2024
Q3 		$8.47M Sell
39,483
-46,415
-54% -$9.35M 0.01% 709
2024
Q2 		$16.8M Buy
85,898
+69,201
+414% +$15.1M 0.02% 432
2024
Q1 		$3.78M Sell
16,697
-3,490
-17% -$788K 0.01% 875
2023
Q4 		$4.34M Buy
20,187
+1,382
+7% +$279K 0.01% 810
2023
Q3 		$3.89M Buy
18,805
+3,543
+23% +$769K 0.01% 878
2023
Q2 		$3.25M Buy
15,262
+7,482
+96% +$1.57M 0.01% 840
2023
Q1 		$1.79M Sell
7,780
-299
-4% -$67.9K ﹤0.01% 887
2022
Q4 		$1.84M Buy
8,079
+3,645
+82% +$815K ﹤0.01% 903
2022
Q3 		$908K Sell
4,434
-116
-3% -$23.4K ﹤0.01% 1013
2022
Q2 		$835K Sell
4,550
-8
-0.2% -$1.51K ﹤0.01% 1071
2022
Q1 		$897K Buy
4,558
+410
+10% +$83.2K ﹤0.01% 1156
2021
Q4 		$977K Buy
+4,148
New +$942K ﹤0.01% 1064

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

National Bank of Canada's IEX Position: Q2 2026 in Review

National Bank of Canada increased its IDEX (IEX) stake by 29% in Q2 2026, buying an estimated $2.46M and bringing the position to 51,662 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #713.

National Bank of Canada first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.8M in Q2 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • National Bank of Canada held 51,662 shares of IDEX worth $11.7M as of Q2 2026.
  • National Bank of Canada bought 11,640 IDEX shares in Q2 2026, an estimated $2.46M.
  • IDEX made up 0.01% of National Bank of Canada's portfolio in Q2 2026, its #713 holding.
  • National Bank of Canada first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
  • National Bank of Canada's IDEX position peaked at $16.8M in Q2 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.