CPG
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Cornerstone Planning Group’s Flex FLEX Stock Holding History

Cornerstone Planning 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 		$19.2K Sell
151
-53
-26% -$6.43K ﹤0.01% 685
2026
Q1 		$19.7K Sell
204
-37
-15% -$2.37K ﹤0.01% 672
2025
Q4 		$16K Buy
241
+5
+2% +$309 ﹤0.01% 645
2025
Q3 		$15.1K Buy
236
+76
+48% +$4.04K ﹤0.01% 660
2025
Q2 		$8.09K Sell
160
-1
-0.6% -$39 ﹤0.01% 608
2025
Q1 		$5.3K Hold
161
– – ﹤0.01% 717
2024
Q4 		$6.25K Sell
161
-149
-48% -$5.51K ﹤0.01% 533
2024
Q3 		$10.7K Sell
310
-202
-39% -$6.21K ﹤0.01% 404
2024
Q2 		$14.4K Sell
512
-588
-53% -$17.6K ﹤0.01% 371
2024
Q1 		$30.7K Sell
1,100
-360
-25% -$9.44K 0.01% 236
2023
Q4 		$33.5K Hold
1,460
– – 0.01% 239
2023
Q3 		$29.7K Buy
+1,460
New +$29.6K 0.01% 253

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Cornerstone Planning Group's FLEX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Flex (FLEX) stake by 26% in Q2 2026, selling an estimated $6.43K and leaving 151 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Cornerstone Planning Group first reported a position in FLEX in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.5K in Q4 2023. 619 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Cornerstone Planning Group held 151 shares of Flex worth $19.2K as of Q2 2026.
  • Cornerstone Planning Group sold 53 Flex shares in Q2 2026, an estimated $6.43K.
  • Flex made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #685 holding.
  • Cornerstone Planning Group first reported a position in Flex in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Flex position peaked at $33.5K in Q4 2023.
  • 619 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.