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Affinity Wealth Management’s Flex FLEX Stock Holding History

Affinity Wealth Management’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 		$17.1M Buy
105,652
+318
+0.3% +$38.6K 2.21% 16
2026
Q1 		$6.9M Buy
105,334
+1,352
+1% +$86.5K 1.04% 22
2025
Q4 		$6.28M Buy
103,982
+1,184
+1% +$73.1K 0.89% 27
2025
Q3 		$5.96M Buy
102,798
+2,059
+2% +$109K 0.87% 28
2025
Q2 		$5.03M Sell
100,739
-1,002
-1% -$39K 0.8% 28
2025
Q1 		$3.37M Buy
+101,741
New +$3.99M 0.62% 36

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Affinity Wealth Management's FLEX Position: Q2 2026 in Review

Affinity Wealth Management increased its Flex (FLEX) stake by 0.3% in Q2 2026, buying an estimated $38.6K and bringing the position to 105,652 shares worth $17.1M. The position accounts for 2.21% of the portfolio, ranked #16.

Affinity Wealth Management first reported a position in FLEX in Q1 2025 and has held it in 6 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Affinity Wealth Management held 105,652 shares of Flex worth $17.1M as of Q2 2026.
  • Affinity Wealth Management bought 318 Flex shares in Q2 2026, an estimated $38.6K.
  • Flex made up 2.21% of Affinity Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Affinity Wealth Management first reported a position in Flex in Q1 2025 and has held it in 6 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.