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Simmons Bank’s IDEX IEX Stock Holding History

Simmons Bank’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
2025
Q4 		– Sell
-1,245
Closed -$203K – 335
2025
Q3 		$203K Sell
1,245
-440
-26% -$74.3K 0.01% 325
2025
Q2 		$296K Sell
1,685
-932
-36% -$165K 0.02% 297
2025
Q1 		$474K Sell
2,617
-90
-3% -$17.9K 0.04% 240
2024
Q4 		$567K Sell
2,707
-10
-0.4% -$2.19K 0.04% 220
2024
Q3 		$583K Buy
2,717
+100
+4% +$20.2K 0.04% 221
2024
Q2 		$527K Sell
2,617
-780
-23% -$170K 0.04% 230
2024
Q1 		$829K Sell
3,397
-75
-2% -$16.9K 0.06% 197
2023
Q4 		$754K Sell
3,472
-425
-11% -$85.7K 0.06% 203
2023
Q3 		$811K Sell
3,897
-349
-8% -$75.7K 0.07% 194
2023
Q2 		$914K Buy
4,246
+139
+3% +$29.2K 0.08% 190
2023
Q1 		$949K Buy
4,107
+65
+2% +$14.8K 0.08% 188
2022
Q4 		$923K Buy
4,042
+855
+27% +$191K 0.08% 193
2022
Q3 		$637K Buy
3,187
+50
+2% +$10.1K 0.06% 222
2022
Q2 		$570K Sell
3,137
-23
-0.7% -$4.33K 0.05% 241
2022
Q1 		$606K Sell
3,160
-155
-5% -$31.4K 0.05% 251
2021
Q4 		$784K Sell
3,315
-95
-3% -$21.6K 0.05% 236
2021
Q3 		$706K Buy
3,410
+55
+2% +$12.2K 0.05% 241
2021
Q2 		$738K Hold
3,355
– – 0.05% 243
2021
Q1 		$703K Sell
3,355
-105
-3% -$20.8K 0.05% 243
2020
Q4 		$690K Buy
+3,460
New +$658K 0.05% 241

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Simmons Bank's IEX Position: Q4 2025 in Review

Simmons Bank sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,245 shares — an estimated $203K sold.

Simmons Bank first reported a position in IEX in Q4 2020 and held it in 20 quarters. The position peaked at $949K in Q1 2023. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Simmons Bank reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Simmons Bank sold 1,245 IDEX shares in Q4 2025, an estimated $203K.
  • Simmons Bank first reported a position in IDEX in Q4 2020 and held it in 20 quarters.
  • Simmons Bank's IDEX position peaked at $949K in Q1 2023.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Simmons Bank's 13F filing for Q4 2025, filed 5 Feb 2026.