Bay Harbor Wealth Management
FLEX icon

Bay Harbor Wealth Management’s Flex FLEX Stock Holding History

Bay Harbor 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
Q3 		$11.2K Buy
102
+6
+6% +$710 ﹤0.01% 291
2026
Q2 		$15.6K Buy
96
+28
+41% +$3.4K ﹤0.01% 215
2026
Q1 		$4.45K Buy
68
+12
+21% +$767 ﹤0.01% 372
2025
Q4 		$3.38K Buy
56
+23
+70% +$1.42K ﹤0.01% 358
2025
Q3 		$1.91K Buy
33
+7
+27% +$372 ﹤0.01% 373
2025
Q2 		$1.3K Buy
26
+17
+189% +$662 ﹤0.01% 396
2025
Q1 		$297 Buy
+9
New +$353 ﹤0.01% 555

Other funds holding FLEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bay Harbor Wealth Management's FLEX Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its Flex (FLEX) stake by 6.3% in Q3 2026, buying an estimated $710 and bringing the position to 102 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Bay Harbor Wealth Management first reported a position in FLEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.6K in Q2 2026. 691 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Bay Harbor Wealth Management held 102 shares of Flex worth $11.2K as of Q3 2026.
  • Bay Harbor Wealth Management bought 6 Flex shares in Q3 2026, an estimated $710.
  • Flex made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #291 holding.
  • Bay Harbor Wealth Management first reported a position in Flex in Q1 2025 and has held it in 7 quarters since.
  • Bay Harbor Wealth Management's Flex position peaked at $15.6K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.