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Dogwood Wealth Management’s Flex FLEX Stock Holding History

Dogwood 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
2026
Q2 		$9.4K Buy
58
+25
+76% +$3.03K ﹤0.01% 397
2026
Q1 		$2.16K Buy
33
+11
+50% +$703 ﹤0.01% 629
2025
Q4 		$1.33K Buy
+22
New +$1.36K ﹤0.01% 611

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dogwood Wealth Management's FLEX Position: Q2 2026 in Review

Dogwood Wealth Management increased its Flex (FLEX) stake by 76% in Q2 2026, buying an estimated $3.03K and bringing the position to 58 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Dogwood Wealth Management first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Dogwood Wealth Management held 58 shares of Flex worth $9.4K as of Q2 2026.
  • Dogwood Wealth Management bought 25 Flex shares in Q2 2026, an estimated $3.03K.
  • Flex made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Dogwood Wealth Management first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.