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 Q2	–	Sell	-7,341	Closed	-$481K	–	218
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 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

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

Brown Financial Advisors sold out of Flex (FLEX) in Q2 2026, closing a stake of 7,341 shares — an estimated $481K sold.

Brown Financial Advisors first reported a position in FLEX in Q4 2025 and held it in 2 quarters. The position peaked at $481K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Brown Financial Advisors reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
Brown Financial Advisors sold 7,341 Flex shares in Q2 2026, an estimated $481K.
Brown Financial Advisors first reported a position in Flex in Q4 2025 and held it in 2 quarters.
Brown Financial Advisors's Flex position peaked at $481K in Q1 2026.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.