Callan Family Office’s Flex FLEX Stock Holding History

Callan Family Office’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	$1.42M	Sell	21,710 -7,900	-27%	-$505K	0.03%	456
2025 Q4	$1.79M	Buy	29,610 +17,776	+150%	+$1.1M	0.04%	378
2025 Q3	$686K	Sell	11,834 -4,731	-29%	-$251K	0.02%	454
2025 Q2	$827K	Buy	+16,565	New	+$645K	0.03%	445
2025 Q1	–	Sell	-5,529	Closed	-$212K	–	586
2024 Q4	$212K	Buy	+5,529	New	+$205K	0.01%	589

Other funds holding FLEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's FLEX Position: Q1 2026 in Review

Callan Family Office reduced its Flex (FLEX) stake by 27% in Q1 2026, selling an estimated $505K and leaving 21,710 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #456.

Callan Family Office first reported a position in FLEX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.79M in Q4 2025. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

Callan Family Office held 21,710 shares of Flex worth $1.42M as of Q1 2026.
Callan Family Office sold 7,900 Flex shares in Q1 2026, an estimated $505K.
Flex made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #456 holding.
Callan Family Office first reported a position in Flex in Q4 2024 and has held it in 5 quarters since.
Callan Family Office's Flex position peaked at $1.79M in Q4 2025.
783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.