BAM Wealth Management’s Flex FLEX Stock Holding History

BAM Wealth Management’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	$529K	Sell	3,267 -2,090	-39%	-$253K	0.33%	80
2026 Q1	$351K	Sell	5,357 -323	-6%	-$20.7K	0.26%	90
2025 Q4	$343K	Sell	5,680 -382	-6%	-$23.6K	0.25%	93
2025 Q3	$351K	Buy	+6,062	New	+$322K	0.27%	83

Other funds holding FLEX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

BAM Wealth Management's FLEX Position: Q2 2026 in Review

BAM Wealth Management reduced its Flex (FLEX) stake by 39% in Q2 2026, selling an estimated $253K and leaving 3,267 shares worth $529K. The position accounts for 0.33% of the portfolio, ranked #80.

BAM Wealth Management first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

BAM Wealth Management held 3,267 shares of Flex worth $529K as of Q2 2026.
BAM Wealth Management sold 2,090 Flex shares in Q2 2026, an estimated $253K.
Flex made up 0.33% of BAM Wealth Management's portfolio in Q2 2026, its #80 holding.
BAM Wealth Management first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
523 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.