CAI
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Capital Advisors Inc’s Flex FLEX Stock Holding History

Capital Advisors Inc’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 		$651K Buy
4,019
+41
+1% +$4.97K 0.01% 202
2026
Q1 		$260K Buy
3,978
+57
+1% +$3.65K ﹤0.01% 309
2025
Q4 		$237K Hold
3,921
– – ﹤0.01% 306
2025
Q3 		$227K Buy
+3,921
New +$208K ﹤0.01% 311

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 $3.37T AUM 44.26% 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

Capital Advisors Inc's FLEX Position: Q2 2026 in Review

Capital Advisors Inc increased its Flex (FLEX) stake by 1% in Q2 2026, buying an estimated $4.97K and bringing the position to 4,019 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #202.

Capital Advisors Inc first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Capital Advisors Inc held 4,019 shares of Flex worth $651K as of Q2 2026.
  • Capital Advisors Inc bought 41 Flex shares in Q2 2026, an estimated $4.97K.
  • Flex made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #202 holding.
  • Capital Advisors Inc first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.