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Brendel Financial Advisors’s Flex FLEX Stock Holding History

Brendel Financial 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 		$210K Buy
+1,295
New +$157K 0.1% 99
2026
Q1 		– Sell
-6,806
Closed -$411K – 104
2025
Q4 		$411K Sell
6,806
-319
-4% -$19.7K 0.2% 68
2025
Q3 		$413K Sell
7,125
-86
-1% -$4.57K 0.21% 67
2025
Q2 		$360K Buy
+7,211
New +$281K 0.2% 74

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Brendel Financial Advisors's FLEX Position: Q2 2026 in Review

Brendel Financial Advisors opened a new position in Flex (FLEX) in Q2 2026: 1,295 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #99 among its holdings. This is a return to the name: Brendel Financial Advisors previously reported a position in FLEX as recently as Q4 2025.

Brendel Financial Advisors first reported a position in FLEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $413K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Brendel Financial Advisors held 1,295 shares of Flex worth $210K as of Q2 2026.
  • Flex was a new Brendel Financial Advisors position in Q2 2026.
  • Flex made up 0.1% of Brendel Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Brendel Financial Advisors first reported a position in Flex in Q2 2025 and has held it in 4 quarters since.
  • Brendel Financial Advisors's Flex position peaked at $413K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.