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 Q2	–	Sell	-6,046	Closed	-$396K	–	120
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 $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

Copley Financial Group's FLEX Position: Q2 2026 in Review

Copley Financial Group sold out of Flex (FLEX) in Q2 2026, closing a stake of 6,046 shares — an estimated $396K sold.

Copley Financial Group first reported a position in FLEX in Q4 2025 and held it in 2 quarters. The position peaked at $396K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Copley Financial Group reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
Copley Financial Group sold 6,046 Flex shares in Q2 2026, an estimated $396K.
Copley Financial Group first reported a position in Flex in Q4 2025 and held it in 2 quarters.
Copley Financial Group's Flex position peaked at $396K in Q1 2026.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.