Chapin Davis’s Flex FLEX Stock Holding History

Chapin Davis’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 Q3	–	Sell	-97,607	Closed	-$15.8M	–	264
2026 Q2	$15.8M	Buy	+97,607	New	+$11.8M	2.78%	9

Other funds holding FLEX

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Chapin Davis's FLEX Position: Q3 2026 in Review

Chapin Davis sold out of Flex (FLEX) in Q3 2026, closing a stake of 97,607 shares — an estimated $15.8M sold.

Chapin Davis first reported a position in FLEX in Q2 2026 and held it in 1 quarter. The position peaked at $15.8M in Q2 2026. 69 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

Chapin Davis reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
Chapin Davis sold 97,607 Flex shares in Q3 2026, an estimated $15.8M.
Chapin Davis first reported a position in Flex in Q2 2026 and held it in 1 quarter.
Chapin Davis's Flex position peaked at $15.8M in Q2 2026.
69 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.