B. Riley Wealth Advisors’s Flex FLEX Stock Holding History

B. Riley Wealth Advisors’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	$584K	Buy	3,660 +169	+5%	+$20.5K	0.03%	428
2026 Q1	$211K	Sell	3,491 -102	-3%	-$6.52K	0.01%	704
2025 Q4	$217K	Sell	3,593 -273	-7%	-$16.9K	0.01%	834
2025 Q3	$224K	Buy	+3,866	New	+$205K	0.01%	848
2024 Q2	–	Sell	-9,299	Closed	-$251K	–	1468
2024 Q1	$251K	Sell	9,299 -2,416	-21%	-$63.4K	0.01%	1142
2023 Q4	$269K	Sell	11,715 -625	-5%	-$12.5K	0.01%	1107
2023 Q3	$251K	Buy	+12,340	New	+$250K	0.01%	1142
2015 Q1	–	Sell	-2,759	Closed	-$23	–	1059
2014 Q4	$23	Buy	+2,759	New	+$21.8K	﹤0.01%	2479
2014 Q3	–	Sell	-5,519	Closed	-$46K	–	1088
2014 Q2	$46K	Buy	+5,519	New	+$41.6K	0.01%	1068

Other funds holding FLEX

SFA

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

B. Riley Wealth Advisors's FLEX Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Flex (FLEX) stake by 4.8% in Q2 2026, buying an estimated $20.5K and bringing the position to 3,660 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #428.

B. Riley Wealth Advisors first reported a position in FLEX in Q2 2014 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

B. Riley Wealth Advisors held 3,660 shares of Flex worth $584K as of Q2 2026.
B. Riley Wealth Advisors bought 169 Flex shares in Q2 2026, an estimated $20.5K.
Flex made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #428 holding.
B. Riley Wealth Advisors first reported a position in Flex in Q2 2014 and has held it in 9 quarters since.
155 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.