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Tectonic Advisors’s IDEX IEX Stock Holding History

Tectonic Advisors’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 		$625K Sell
2,752
-77
-3% -$16.3K 0.03% 233
2026
Q1 		$536K Buy
2,829
+892
+46% +$176K 0.03% 237
2025
Q4 		$345K Sell
1,937
-40
-2% -$6.83K 0.02% 294
2025
Q3 		$322K Buy
+1,977
New +$334K 0.02% 305

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Tectonic Advisors's IEX Position: Q2 2026 in Review

Tectonic Advisors reduced its IDEX (IEX) stake by 2.7% in Q2 2026, selling an estimated $16.3K and leaving 2,752 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #233.

Tectonic Advisors first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Tectonic Advisors held 2,752 shares of IDEX worth $625K as of Q2 2026.
  • Tectonic Advisors sold 77 IDEX shares in Q2 2026, an estimated $16.3K.
  • IDEX made up 0.03% of Tectonic Advisors's portfolio in Q2 2026, its #233 holding.
  • Tectonic Advisors first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.