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Diversified Trust’s Flex FLEX Stock Holding History

Diversified Trust’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 		$1.6M Buy
9,885
+1,606
+19% +$195K 0.03% 343
2026
Q1 		$542K Buy
8,279
+596
+8% +$38.1K 0.01% 663
2025
Q4 		$464K Sell
7,683
-14
-0.2% -$865 0.01% 683
2025
Q3 		$446K Buy
7,697
+179
+2% +$9.51K 0.01% 679
2025
Q2 		$375K Buy
7,518
+367
+5% +$14.3K 0.01% 684
2025
Q1 		$237K Sell
7,151
-15
-0.2% -$588 0.01% 799
2024
Q4 		$275K Buy
7,166
+29
+0.4% +$1.07K 0.01% 766
2024
Q3 		$239K Sell
7,137
-205
-3% -$6.3K 0.01% 789
2024
Q2 		$217K Buy
+7,342
New +$220K 0.01% 768

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Diversified Trust's FLEX Position: Q2 2026 in Review

Diversified Trust increased its Flex (FLEX) stake by 19% in Q2 2026, buying an estimated $195K and bringing the position to 9,885 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #343.

Diversified Trust first reported a position in FLEX in Q2 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Diversified Trust held 9,885 shares of Flex worth $1.6M as of Q2 2026.
  • Diversified Trust bought 1,606 Flex shares in Q2 2026, an estimated $195K.
  • Flex made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #343 holding.
  • Diversified Trust first reported a position in Flex in Q2 2024 and has held it in 9 quarters since.
  • 155 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.