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Congress Asset Management’s Flex FLEX Stock Holding History

Congress Asset 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
2026
Q3 		– Sell
-1,500
Closed -$243K – 413
2026
Q2 		$243K Buy
+1,500
New +$182K ﹤0.01% 363

Other funds holding FLEX

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Congress Asset Management's FLEX Position: Q3 2026 in Review

Congress Asset Management sold out of Flex (FLEX) in Q3 2026, closing a stake of 1,500 shares — an estimated $243K sold.

Congress Asset Management first reported a position in FLEX in Q2 2026 and held it in 1 quarter. The position peaked at $243K in Q2 2026. 30 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Congress Asset Management reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
  • Congress Asset Management sold 1,500 Flex shares in Q3 2026, an estimated $243K.
  • Congress Asset Management first reported a position in Flex in Q2 2026 and held it in 1 quarter.
  • Congress Asset Management's Flex position peaked at $243K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.