Beacon Pointe Advisors’s Flex FLEX Stock Holding History

Beacon Pointe 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	$1.51M	Sell	9,295 -739	-7%	-$89.6K	0.01%	869
2026 Q1	$657K	Buy	10,034 +1,844	+23%	+$118K	﹤0.01%	1174
2025 Q4	$495K	Buy	8,190 +79	+1%	+$4.88K	﹤0.01%	1080
2025 Q3	$470K	Sell	8,111 -1,493	-16%	-$79.3K	﹤0.01%	1022
2025 Q2	$479K	Buy	9,604 +516	+6%	+$20.1K	0.01%	898
2025 Q1	$301K	Buy	9,088 +825	+10%	+$32.3K	﹤0.01%	1024
2024 Q4	$317K	Buy	+8,263	New	+$306K	﹤0.01%	988

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 $3.37T AUM 44.26% 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

Beacon Pointe Advisors's FLEX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Flex (FLEX) stake by 7.4% in Q2 2026, selling an estimated $89.6K and leaving 9,295 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #869.

Beacon Pointe Advisors first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Beacon Pointe Advisors held 9,295 shares of Flex worth $1.51M as of Q2 2026.
Beacon Pointe Advisors sold 739 Flex shares in Q2 2026, an estimated $89.6K.
Flex made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #869 holding.
Beacon Pointe Advisors first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.