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St. James Investment Company’s IDEX IEX Stock Holding History

St. James Investment Company’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
Q1 		$16.7M Buy
88,124
+30,680
+53% +$6.06M 2.62% 13
2025
Q4 		$10.2M Sell
57,444
-540
-0.9% -$92.3K 1.64% 21
2025
Q3 		$9.44M Buy
+57,984
New +$9.79M 1.48% 23

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

St. James Investment Company's IEX Position: Q1 2026 in Review

St. James Investment Company increased its IDEX (IEX) stake by 53% in Q1 2026, buying an estimated $6.06M and bringing the position to 88,124 shares worth $16.7M. The position accounts for 2.62% of the portfolio, ranked #13.

St. James Investment Company first reported a position in IEX in Q3 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • St. James Investment Company held 88,124 shares of IDEX worth $16.7M as of Q1 2026.
  • St. James Investment Company bought 30,680 IDEX shares in Q1 2026, an estimated $6.06M.
  • IDEX made up 2.62% of St. James Investment Company's portfolio in Q1 2026, its #13 holding.
  • St. James Investment Company first reported a position in IDEX in Q3 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on St. James Investment Company's 13F filing for Q1 2026, filed 14 May 2026.