Ellevest Inc
FLEX icon

Ellevest Inc’s Flex FLEX Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-1,380
Closed -$224K – 471
2026
Q2 		$224K Buy
+1,380
New +$167K 0.03% 428
2023
Q2 		– Sell
-214
Closed -$3.7K – 798
2023
Q1 		$3.7K Hold
214
– – ﹤0.01% 1292
2022
Q4 		$3.46K Sell
214
-1,150
-84% -$17.3K ﹤0.01% 1271
2022
Q3 		$17K Buy
+1,364
New +$17.4K ﹤0.01% 854

Other funds holding FLEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ellevest Inc's FLEX Position: Q3 2026 in Review

Ellevest Inc sold out of Flex (FLEX) in Q3 2026, closing a stake of 1,380 shares — an estimated $224K sold.

Ellevest Inc first reported a position in FLEX in Q3 2022 and held it in 4 quarters. The position peaked at $224K in Q2 2026. 575 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Ellevest Inc reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
  • Ellevest Inc sold 1,380 Flex shares in Q3 2026, an estimated $224K.
  • Ellevest Inc first reported a position in Flex in Q3 2022 and held it in 4 quarters.
  • Ellevest Inc's Flex position peaked at $224K in Q2 2026.
  • 575 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.