Rossby Financial
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Rossby Financial’s IDEX IEX Stock Holding History

Rossby 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 		$37.6K Buy
165
+16
+11% +$3.65K 0.01% 1014
2026
Q2 		$33.8K Hold
149
– – 0.01% 809
2026
Q1 		$28.6K Buy
149
+18
+14% +$3.55K 0.01% 901
2025
Q4 		$23.3K Sell
131
-662
-83% -$113K 0.01% 696
2025
Q3 		$130K Sell
793
-56
-7% -$9.46K 0.04% 349
2025
Q2 		$149K Sell
849
-83
-9% -$14.7K 0.06% 307
2025
Q1 		$161K Sell
932
-86
-8% -$17.1K 0.07% 267
2024
Q4 		$213K Buy
+1,018
New +$223K 0.13% 177

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 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

Rossby Financial's IEX Position: Q3 2026 in Review

Rossby Financial increased its IDEX (IEX) stake by 11% in Q3 2026, buying an estimated $3.65K and bringing the position to 165 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #1014.

Rossby Financial first reported a position in IEX in Q4 2024 and has held it in 8 quarters since. The position peaked at $213K in Q4 2024. 303 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Rossby Financial held 165 shares of IDEX worth $37.6K as of Q3 2026.
  • Rossby Financial bought 16 IDEX shares in Q3 2026, an estimated $3.65K.
  • IDEX made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #1014 holding.
  • Rossby Financial first reported a position in IDEX in Q4 2024 and has held it in 8 quarters since.
  • Rossby Financial's IDEX position peaked at $213K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.