Stifel Financial
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Stifel Financial’s IDEX IEX Stock Holding History

Stifel 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
Q1 		$238K Sell
1,253
-393
-24% -$77.6K ﹤0.01% 3324
2025
Q4 		$293K Sell
1,646
-1,941
-54% -$332K ﹤0.01% 3174
2025
Q3 		$586K Sell
3,587
-5,867
-62% -$991K ﹤0.01% 2720
2025
Q2 		$1.66M Buy
9,454
+5,886
+165% +$1.04M ﹤0.01% 1976
2025
Q1 		$646K Sell
3,568
-2,736
-43% -$545K ﹤0.01% 2515
2024
Q4 		$1.32M Buy
6,304
+1,305
+26% +$286K ﹤0.01% 2065
2024
Q3 		$1.07M Sell
4,999
-68
-1% -$13.7K ﹤0.01% 2185
2024
Q2 		$1.02M Sell
5,067
-835
-14% -$182K ﹤0.01% 2148
2024
Q1 		$1.44M Buy
5,902
+3,055
+107% +$690K ﹤0.01% 1954
2023
Q4 		$619K Sell
2,847
-471
-14% -$95K ﹤0.01% 2453
2023
Q3 		$691K Buy
3,318
+243
+8% +$52.7K ﹤0.01% 2302
2023
Q2 		$663K Sell
3,075
-8,279
-73% -$1.74M ﹤0.01% 2358
2023
Q1 		$2.62M Buy
11,354
+699
+7% +$159K ﹤0.01% 1402
2022
Q4 		$2.43M Buy
10,655
+8,085
+315% +$1.81M ﹤0.01% 1373
2022
Q3 		$514K Sell
2,570
-97
-4% -$19.6K ﹤0.01% 2414
2022
Q2 		$485K Buy
2,667
+479
+22% +$90.3K ﹤0.01% 2480
2022
Q1 		$420K Buy
2,188
+572
+35% +$116K ﹤0.01% 2665
2021
Q4 		$383K Buy
1,616
+66
+4% +$15K ﹤0.01% 2748
2021
Q3 		$321K Sell
1,550
-1,656
-52% -$368K ﹤0.01% 2861
2021
Q2 		$705K Buy
3,206
+120
+4% +$26.5K ﹤0.01% 2363
2021
Q1 		$645K Buy
3,086
+146
+5% +$28.9K ﹤0.01% 2318
2020
Q4 		$586K Buy
2,940
+213
+8% +$40.5K ﹤0.01% 2222
2020
Q3 		$497K Buy
2,727
+61
+2% +$10.6K ﹤0.01% 2098
2020
Q2 		$421K Buy
+2,666
New +$407K ﹤0.01% 2156

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

Stifel Financial's IEX Position: Q1 2026 in Review

Stifel Financial reduced its IDEX (IEX) stake by 24% in Q1 2026, selling an estimated $77.6K and leaving 1,253 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Stifel Financial first reported a position in IEX in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.62M in Q1 2023. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Stifel Financial held 1,253 shares of IDEX worth $238K as of Q1 2026.
  • Stifel Financial sold 393 IDEX shares in Q1 2026, an estimated $77.6K.
  • IDEX made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3324 holding.
  • Stifel Financial first reported a position in IDEX in Q2 2020 and has held it in 24 quarters since.
  • Stifel Financial's IDEX position peaked at $2.62M in Q1 2023.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.