Dakota Wealth Management’s Flex FLEX Stock Holding History

Dakota 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 Q3	–	Sell	-5,023	Closed	-$251K	–	709
2025 Q2	$251K	Buy	+5,023	New	+$196K	0.01%	668

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dakota Wealth Management's FLEX Position: Q3 2025 in Review

Dakota Wealth Management sold out of Flex (FLEX) in Q3 2025, closing a stake of 5,023 shares — an estimated $251K sold.

Dakota Wealth Management first reported a position in FLEX in Q2 2025 and held it in 1 quarter. The position peaked at $251K in Q2 2025. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

Dakota Wealth Management reported no remaining Flex position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 5,023 Flex shares in Q3 2025, an estimated $251K.
Dakota Wealth Management first reported a position in Flex in Q2 2025 and held it in 1 quarter.
Dakota Wealth Management's Flex position peaked at $251K in Q2 2025.
697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.