AFG
FLEX icon

Allegheny Financial Group’s Flex FLEX Stock Holding History

Allegheny Financial Group’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 		$662K Sell
4,084
-1,408
-26% -$171K 0.07% 145
2026
Q1 		$360K Sell
5,492
-14
-0.3% -$895 0.05% 187
2025
Q4 		$333K Sell
5,506
-2,008
-27% -$124K 0.05% 191
2025
Q3 		$436K Sell
7,514
-217
-3% -$11.5K 0.08% 155
2025
Q2 		$386K Sell
7,731
-505
-6% -$19.7K 0.09% 162
2025
Q1 		$272K Sell
8,236
-686
-8% -$26.9K 0.07% 184
2024
Q4 		$343K Sell
8,922
-10,001
-53% -$370K 0.09% 170
2024
Q3 		$633K Buy
18,923
+508
+3% +$15.6K 0.16% 122
2024
Q2 		$543K Buy
18,415
+851
+5% +$25.5K 0.16% 126
2024
Q1 		$503K Sell
17,564
-5,555
-24% -$146K 0.16% 120
2023
Q4 		$531K Hold
23,119
– – 0.17% 109
2023
Q3 		$470K Buy
+23,119
New +$469K 0.18% 106

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's FLEX Position: Q2 2026 in Review

Allegheny Financial Group reduced its Flex (FLEX) stake by 26% in Q2 2026, selling an estimated $171K and leaving 4,084 shares worth $662K. The position accounts for 0.07% of the portfolio, ranked #145.

Allegheny Financial Group first reported a position in FLEX in Q3 2023 and has held it in 12 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Allegheny Financial Group held 4,084 shares of Flex worth $662K as of Q2 2026.
  • Allegheny Financial Group sold 1,408 Flex shares in Q2 2026, an estimated $171K.
  • Flex made up 0.07% of Allegheny Financial Group's portfolio in Q2 2026, its #145 holding.
  • Allegheny Financial Group first reported a position in Flex in Q3 2023 and has held it in 12 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.