Empirical Wealth Management’s Flex FLEX Stock Holding History

Empirical 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	$2.34M	Sell	14,467 -1,218	-8%	-$148K	0.03%	247
2026 Q1	$1.03M	Buy	15,685 +6,062	+63%	+$388K	0.02%	348
2025 Q4	$581K	Buy	9,623 +4,886	+103%	+$302K	0.01%	462
2025 Q3	$275K	Buy	+4,737	New	+$252K	0.01%	642

Other funds holding FLEX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Empirical Wealth Management reduced its Flex (FLEX) stake by 7.8% in Q2 2026, selling an estimated $148K and leaving 14,467 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #247.

Empirical Wealth Management first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 456 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Empirical Wealth Management held 14,467 shares of Flex worth $2.34M as of Q2 2026.
Empirical Wealth Management sold 1,218 Flex shares in Q2 2026, an estimated $148K.
Flex made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #247 holding.
Empirical Wealth Management first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
456 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.