Copley Financial Group’s Flex FLEX Stock Holding History

Copley Financial Group’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 Q1	$396K	Sell	6,046 -377	-6%	-$24.1K	0.24%	73
2025 Q4	$388K	Buy	+6,423	New	+$397K	0.24%	79

Other funds holding FLEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copley Financial Group's FLEX Position: Q1 2026 in Review

Copley Financial Group reduced its Flex (FLEX) stake by 5.9% in Q1 2026, selling an estimated $24.1K and leaving 6,046 shares worth $396K. The position accounts for 0.24% of the portfolio, ranked #73.

Copley Financial Group first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

Copley Financial Group held 6,046 shares of Flex worth $396K as of Q1 2026.
Copley Financial Group sold 377 Flex shares in Q1 2026, an estimated $24.1K.
Flex made up 0.24% of Copley Financial Group's portfolio in Q1 2026, its #73 holding.
Copley Financial Group first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.