Avantra Family Wealth’s Flex FLEX Stock Holding History

Avantra Family Wealth’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	$422K	Buy	+2,605	New	+$316K	0.27%	111

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

Avantra Family Wealth's FLEX Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Flex (FLEX) in Q2 2026: 2,605 shares worth $422K. The stake represents 0.27% of the portfolio and ranks #111 among its holdings.

397 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Avantra Family Wealth held 2,605 shares of Flex worth $422K as of Q2 2026.
Flex was a new Avantra Family Wealth position in Q2 2026.
Flex made up 0.27% of Avantra Family Wealth's portfolio in Q2 2026, its #111 holding.
397 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.