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 Q2	$3.21M	Sell	19,790 -1,920	-9%	-$233K	0.06%	271
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's FLEX Position: Q2 2026 in Review

Callan Family Office reduced its Flex (FLEX) stake by 8.8% in Q2 2026, selling an estimated $233K and leaving 19,790 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #271.

Callan Family Office first reported a position in FLEX in Q4 2024 and has held it in 6 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Callan Family Office held 19,790 shares of Flex worth $3.21M as of Q2 2026.
Callan Family Office sold 1,920 Flex shares in Q2 2026, an estimated $233K.
Flex made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #271 holding.
Callan Family Office first reported a position in Flex in Q4 2024 and has held it in 6 quarters since.
1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.