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Atomi Financial Group’s Flex FLEX Stock Holding History

Atomi 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
Q1 		$754K Sell
11,511
-2,142
-16% -$137K 0.02% 539
2025
Q4 		$825K Buy
13,653
+409
+3% +$25.3K 0.02% 476
2025
Q3 		$768K Buy
13,244
+496
+4% +$26.4K 0.02% 479
2025
Q2 		$636K Buy
12,748
+2,197
+21% +$85.6K 0.02% 498
2025
Q1 		$349K Buy
10,551
+138
+1% +$5.41K 0.02% 692
2024
Q4 		$400K Buy
10,413
+630
+6% +$23.3K 0.02% 575
2024
Q3 		$327K Buy
9,783
+1,799
+23% +$55.3K 0.02% 631
2024
Q2 		$235K Buy
7,984
+739
+10% +$22.1K 0.02% 679
2024
Q1 		$207K Sell
7,245
-2,559
-26% -$67.1K 0.02% 668
2023
Q4 		$225K Buy
+9,804
New +$196K 0.03% 506

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atomi Financial Group's FLEX Position: Q1 2026 in Review

Atomi Financial Group reduced its Flex (FLEX) stake by 16% in Q1 2026, selling an estimated $137K and leaving 11,511 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #539.

Atomi Financial Group first reported a position in FLEX in Q4 2023 and has held it in 10 quarters since. The position peaked at $825K in Q4 2025. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Atomi Financial Group held 11,511 shares of Flex worth $754K as of Q1 2026.
  • Atomi Financial Group sold 2,142 Flex shares in Q1 2026, an estimated $137K.
  • Flex made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #539 holding.
  • Atomi Financial Group first reported a position in Flex in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Flex position peaked at $825K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.