Congress Wealth Management’s Flex FLEX Stock Holding History

Congress 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 Q2	$744K	Buy	14,906 +121	+0.8%	+$4.71K	0.01%	791
2025 Q1	$501K	Buy	14,785 +5,568	+60%	+$218K	0.01%	814
2024 Q4	$354K	Sell	9,217 -152	-2%	-$5.63K	﹤0.01%	726
2024 Q3	$313K	Sell	9,369 -446	-5%	-$13.7K	﹤0.01%	719
2024 Q2	$289K	Buy	+9,815	New	+$294K	﹤0.01%	625
2023 Q4	–	Sell	-12,572	Closed	-$256K	–	628
2023 Q3	$256K	Hold	12,572	–	–	0.01%	548
2023 Q2	$262K	Hold	12,572	–	–	0.01%	499
2023 Q1	$218K	Hold	12,572	–	–	0.01%	527
2022 Q4	$203K	Buy	+12,572	New	+$189K	0.01%	541

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Congress Wealth Management's FLEX Position: Q2 2025 in Review

Congress Wealth Management increased its Flex (FLEX) stake by 0.82% in Q2 2025, buying an estimated $4.71K and bringing the position to 14,906 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #791.

Congress Wealth Management first reported a position in FLEX in Q4 2022 and has held it in 9 quarters since. 648 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

Congress Wealth Management held 14,906 shares of Flex worth $744K as of Q2 2025.
Congress Wealth Management bought 121 Flex shares in Q2 2025, an estimated $4.71K.
Flex made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #791 holding.
Congress Wealth Management first reported a position in Flex in Q4 2022 and has held it in 9 quarters since.
648 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.