Atria Wealth Solutions’s Flex FLEX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$650K	Buy	+12,787	New	+$498K	0.01%	811
2025 Q1	–	Sell	-20,771	Closed	-$797K	–	1934
2024 Q4	$797K	Sell	20,771 -1,086	-5%	-$40.2K	0.01%	1024
2024 Q3	$731K	Buy	21,857 +6,220	+40%	+$191K	0.01%	1049
2024 Q2	$461K	Buy	15,637 +7,901	+102%	+$237K	0.01%	1285
2024 Q1	$221K	Sell	7,736 -32,738	-81%	-$859K	﹤0.01%	1760
2023 Q4	$929K	Buy	+40,474	New	+$810K	0.01%	894
2023 Q3	–	Sell	-9,621	Closed	-$200K	–	1902
2023 Q2	$200K	Buy	+9,621	New	+$172K	﹤0.01%	1704

Other funds holding FLEX

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Atria Wealth Solutions's FLEX Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Flex (FLEX) in Q2 2025: 12,787 shares worth $650K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in FLEX as recently as Q4 2024.

Atria Wealth Solutions first reported a position in FLEX in Q2 2023 and has held it in 7 quarters since. The position peaked at $929K in Q4 2023. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

Atria Wealth Solutions held 12,787 shares of Flex worth $650K as of Q2 2025.
Flex was a new Atria Wealth Solutions position in Q2 2025.
Flex made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #811 holding.
Atria Wealth Solutions first reported a position in Flex in Q2 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's Flex position peaked at $929K in Q4 2023.
647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.