Atwood & Palmer’s Flex FLEX Stock Holding History

Atwood & Palmer’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	$3.4K	Hold	21	–	–	﹤0.01%	420
2026 Q1	$1.38K	Sell	21 -120	-85%	-$7.67K	﹤0.01%	461
2025 Q4	$8.52K	Hold	141	–	–	﹤0.01%	391
2025 Q3	$8.17K	Hold	141	–	–	﹤0.01%	398
2025 Q2	$7.04K	Hold	141	–	–	﹤0.01%	425
2025 Q1	$4.67K	Hold	141	–	–	﹤0.01%	369
2024 Q4	$5.41K	Buy	+141	New	+$5.22K	﹤0.01%	375
2017 Q1	–	Sell	-499	Closed	-$5K	–	309
2016 Q4	$5K	Hold	499	–	–	﹤0.01%	286
2016 Q3	$5K	Hold	499	–	–	﹤0.01%	281
2016 Q2	$4K	Hold	499	–	–	﹤0.01%	278
2016 Q1	$5K	Sell	499 -426	-46%	-$3.42K	﹤0.01%	277
2015 Q4	$8K	Hold	925	–	–	﹤0.01%	332
2015 Q3	$7K	Hold	925	–	–	﹤0.01%	361
2015 Q2	$8K	Buy	+925	New	+$8.51K	﹤0.01%	307

Other funds holding FLEX

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Atwood & Palmer's FLEX Position: Q2 2026 in Review

Atwood & Palmer held its Flex (FLEX) position steady in Q2 2026 at 21 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Atwood & Palmer first reported a position in FLEX in Q2 2015 and has held it in 14 quarters since. The position peaked at $8.52K in Q4 2025. 397 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Atwood & Palmer held 21 shares of Flex worth $3.4K as of Q2 2026.
Atwood & Palmer left its Flex share count unchanged in Q2 2026.
Flex made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #420 holding.
Atwood & Palmer first reported a position in Flex in Q2 2015 and has held it in 14 quarters since.
Atwood & Palmer's Flex position peaked at $8.52K in Q4 2025.
397 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.