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Bullock Wealth Management’s Flex FLEX Stock Holding History

Bullock 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 		$314K Hold
2,043
– – 0.14% 136
2026
Q1 		$139K Sell
2,043
-369
-15% -$23.6K 0.07% 195
2025
Q4 		$146K Buy
2,412
+335
+16% +$20.7K 0.07% 190
2025
Q3 		$120K Buy
+2,077
New +$110K 0.06% 197

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

Bullock Wealth Management's FLEX Position: Q2 2026 in Review

Bullock Wealth Management held its Flex (FLEX) position steady in Q2 2026 at 2,043 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #136.

Bullock Wealth Management first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Bullock Wealth Management held 2,043 shares of Flex worth $314K as of Q2 2026.
  • Bullock Wealth Management left its Flex share count unchanged in Q2 2026.
  • Flex made up 0.14% of Bullock Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Bullock Wealth Management first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.