BankPlus Trust Department’s Flex FLEX Stock Holding History

BankPlus Trust Department’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	$29.3K	Hold	181	–	–	0.01%	326
2026 Q1	$11.8K	Hold	181	–	–	﹤0.01%	362
2025 Q4	$10.9K	Hold	181	–	–	﹤0.01%	363
2025 Q3	$10.5K	Buy	+181	New	+$9.62K	﹤0.01%	364
2025 Q2	–	Sell	-80	Closed	-$2.65K	–	458
2025 Q1	$2.65K	Buy	+80	New	+$3.13K	﹤0.01%	427

Other funds holding FLEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BankPlus Trust Department's FLEX Position: Q2 2026 in Review

BankPlus Trust Department held its Flex (FLEX) position steady in Q2 2026 at 181 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #326.

BankPlus Trust Department first reported a position in FLEX in Q1 2025 and has held it in 5 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

BankPlus Trust Department held 181 shares of Flex worth $29.3K as of Q2 2026.
BankPlus Trust Department left its Flex share count unchanged in Q2 2026.
Flex made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #326 holding.
BankPlus Trust Department first reported a position in Flex in Q1 2025 and has held it in 5 quarters since.
1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.