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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's FLEX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Flex (FLEX) stake by 23% in Q1 2026, buying an estimated $118K and bringing the position to 10,034 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Beacon Pointe Advisors first reported a position in FLEX in Q4 2024 and has held it in 6 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Beacon Pointe Advisors held 10,034 shares of Flex worth $657K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,844 Flex shares in Q1 2026, an estimated $118K.
  • Flex made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1174 holding.
  • Beacon Pointe Advisors first reported a position in Flex in Q4 2024 and has held it in 6 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.