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Challenger Wealth Management’s Flex FLEX Stock Holding History

Challenger 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
2025
Q3 		– Sell
-7,500
Closed -$374K – 88
2025
Q2 		$374K Hold
7,500
– – 0.26% 62
2025
Q1 		$248K Hold
7,500
– – 0.2% 85
2024
Q4 		$288K Buy
+7,500
New +$278K 0.25% 76

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Challenger Wealth Management's FLEX Position: Q3 2025 in Review

Challenger Wealth Management sold out of Flex (FLEX) in Q3 2025, closing a stake of 7,500 shares — an estimated $374K sold.

Challenger Wealth Management first reported a position in FLEX in Q4 2024 and held it in 3 quarters. The position peaked at $374K in Q2 2025. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Challenger Wealth Management reported no remaining Flex position as of Q3 2025 after selling out during the quarter.
  • Challenger Wealth Management sold 7,500 Flex shares in Q3 2025, an estimated $374K.
  • Challenger Wealth Management first reported a position in Flex in Q4 2024 and held it in 3 quarters.
  • Challenger Wealth Management's Flex position peaked at $374K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Challenger Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.