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Concurrent Investment Advisors’s Flex FLEX Stock Holding History

Concurrent Investment 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 		$1.93M Sell
11,902
-673
-5% -$81.6K 0.02% 731
2026
Q1 		$823K Buy
12,575
+1,535
+14% +$98.2K 0.01% 963
2025
Q4 		$667K Buy
11,040
+6,426
+139% +$397K 0.01% 1021
2025
Q3 		$267K Sell
4,614
-421
-8% -$22.4K ﹤0.01% 1204
2025
Q2 		$251K Buy
+5,035
New +$196K ﹤0.01% 1155

Other funds holding FLEX

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Concurrent Investment Advisors's FLEX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Flex (FLEX) stake by 5.4% in Q2 2026, selling an estimated $81.6K and leaving 11,902 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #731.

Concurrent Investment Advisors first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Concurrent Investment Advisors held 11,902 shares of Flex worth $1.93M as of Q2 2026.
  • Concurrent Investment Advisors sold 673 Flex shares in Q2 2026, an estimated $81.6K.
  • Flex made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #731 holding.
  • Concurrent Investment Advisors first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
  • 397 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.