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Carolina Wealth Advisors’s Flex FLEX Stock Holding History

Carolina Wealth 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 		$11K Buy
+68
New +$8.25K ﹤0.01% 185

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Carolina Wealth Advisors's FLEX Position: Q2 2026 in Review

Carolina Wealth Advisors opened a new position in Flex (FLEX) in Q2 2026: 68 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #185 among its holdings.

126 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Carolina Wealth Advisors held 68 shares of Flex worth $11K as of Q2 2026.
  • Flex was a new Carolina Wealth Advisors position in Q2 2026.
  • Flex made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • 126 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.