BHWM
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Beaird Harris Wealth Management’s Flex FLEX Stock Holding History

Beaird Harris 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 		$8.27K Hold
51
– – ﹤0.01% 406
2026
Q1 		$3.34K Hold
51
– – ﹤0.01% 449
2025
Q4 		$3.08K Hold
51
– – ﹤0.01% 489
2025
Q3 		$2.96K Buy
+51
New +$2.71K ﹤0.01% 476

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Beaird Harris Wealth Management's FLEX Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Flex (FLEX) position steady in Q2 2026 at 51 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Beaird Harris Wealth Management first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Beaird Harris Wealth Management held 51 shares of Flex worth $8.27K as of Q2 2026.
  • Beaird Harris Wealth Management left its Flex share count unchanged in Q2 2026.
  • Flex made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Beaird Harris Wealth Management first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.