Action Point Financial Planning’s Flex FLEX Stock Holding History

Action Point Financial Planning’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 Q2	$49.1K	Buy	+308	New	+$37.4K	0.01%	825

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Action Point Financial Planning's FLEX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Flex (FLEX) in Q2 2026: 308 shares worth $49.1K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings.

1,110 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Action Point Financial Planning held 308 shares of Flex worth $49.1K as of Q2 2026.
Flex was a new Action Point Financial Planning position in Q2 2026.
Flex made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #825 holding.
1,110 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.