Concord Wealth Partners’s Flex FLEX Stock Holding History

Concord Wealth Partners’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	$89.6K	Buy	+553	New	+$67.1K	0.01%	298
2026 Q1	–	Sell	-553	Closed	-$33.4K	–	405
2025 Q4	$33.4K	Hold	553	–	–	﹤0.01%	378
2025 Q3	$32.1K	Hold	553	–	–	﹤0.01%	399
2025 Q2	$27.6K	Buy	+553	New	+$21.5K	﹤0.01%	423
2023 Q2	–	Sell	-265	Closed	-$4.6K	–	1051
2023 Q1	$4.6K	Hold	265	–	–	﹤0.01%	683
2022 Q4	$4.29K	Buy	+265	New	+$3.98K	﹤0.01%	795

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's FLEX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Flex (FLEX) in Q2 2026: 553 shares worth $89.6K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FLEX as recently as Q4 2025.

Concord Wealth Partners first reported a position in FLEX in Q4 2022 and has held it in 6 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Concord Wealth Partners held 553 shares of Flex worth $89.6K as of Q2 2026.
Flex was a new Concord Wealth Partners position in Q2 2026.
Flex made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #298 holding.
Concord Wealth Partners first reported a position in Flex in Q4 2022 and has held it in 6 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.