Creative Financial Designs’s Flex FLEX Stock Holding History

Creative Financial Designs’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	$63.9K	Hold	394	–	–	﹤0.01%	940
2026 Q1	$25.8K	Hold	394	–	–	﹤0.01%	1122
2025 Q4	$23.8K	Hold	394	–	–	﹤0.01%	1102
2025 Q3	$22.8K	Hold	394	–	–	﹤0.01%	1108
2025 Q2	$19.7K	Hold	394	–	–	﹤0.01%	1148
2025 Q1	$13K	Buy	+394	New	+$15.4K	﹤0.01%	1216
2021 Q4	–	Sell	-6,827	Closed	-$91K	–	1297
2021 Q3	$91K	Hold	6,827	–	–	0.02%	458
2021 Q2	$92K	Hold	6,827	–	–	0.02%	457
2021 Q1	$94K	Hold	6,827	–	–	0.02%	426
2020 Q4	$93K	Hold	6,827	–	–	0.02%	396
2020 Q3	$57K	Hold	6,827	–	–	0.01%	437
2020 Q2	$53K	Buy	+6,827	New	+$49.2K	0.02%	409
2018 Q3	–	Sell	-66	Closed	-$1K	–	769
2018 Q2	$1K	Hold	66	–	–	﹤0.01%	702
2018 Q1	$1K	Hold	66	–	–	﹤0.01%	651
2017 Q4	$1K	Hold	66	–	–	﹤0.01%	647
2017 Q3	$1K	Buy	+66	New	+$813	﹤0.01%	680

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

Creative Financial Designs's FLEX Position: Q2 2026 in Review

Creative Financial Designs held its Flex (FLEX) position steady in Q2 2026 at 394 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Creative Financial Designs first reported a position in FLEX in Q3 2017 and has held it in 16 quarters since. The position peaked at $94K in Q1 2021. 1,115 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Creative Financial Designs held 394 shares of Flex worth $63.9K as of Q2 2026.
Creative Financial Designs left its Flex share count unchanged in Q2 2026.
Flex made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #940 holding.
Creative Financial Designs first reported a position in Flex in Q3 2017 and has held it in 16 quarters since.
Creative Financial Designs's Flex position peaked at $94K in Q1 2021.
1,115 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.