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Brown Financial Advisors’s Flex FLEX Stock Holding History

Brown 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
Q1 		$481K Sell
7,341
-136
-2% -$8.7K 0.18% 109
2025
Q4 		$452K Buy
+7,477
New +$462K 0.17% 122

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

Brown Financial Advisors's FLEX Position: Q1 2026 in Review

Brown Financial Advisors reduced its Flex (FLEX) stake by 1.8% in Q1 2026, selling an estimated $8.7K and leaving 7,341 shares worth $481K. The position accounts for 0.18% of the portfolio, ranked #109.

Brown Financial Advisors first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Brown Financial Advisors held 7,341 shares of Flex worth $481K as of Q1 2026.
  • Brown Financial Advisors sold 136 Flex shares in Q1 2026, an estimated $8.7K.
  • Flex made up 0.18% of Brown Financial Advisors's portfolio in Q1 2026, its #109 holding.
  • Brown Financial Advisors first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

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