Rothwell Investment Advisors, LLC’s Flex FLEX Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$224K	Buy	+2,036	New	+$241K	0.12%	162

Other funds holding FLEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FLEX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Flex (FLEX) in Q3 2026: 2,036 shares worth $224K. The stake represents 0.12% of the portfolio and ranks #162 among its holdings.

475 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,036 shares of Flex worth $224K as of Q3 2026.
Flex was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Flex made up 0.12% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #162 holding.
475 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.