EP Wealth Advisors’s Flex FLEX Stock Holding History

EP Wealth Advisors’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	$1.68M	Buy	10,385 +356	+4%	+$43.2K	0.01%	619
2026 Q1	$657K	Sell	10,029 -104	-1%	-$6.65K	﹤0.01%	792
2025 Q4	$612K	Buy	+10,133	New	+$626K	﹤0.01%	783
2025 Q2	$544K	Buy	10,901 +2,297	+27%	+$89.5K	﹤0.01%	752
2025 Q1	$285K	Buy	+8,604	New	+$337K	﹤0.01%	934

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors's FLEX Position: Q2 2026 in Review

EP Wealth Advisors increased its Flex (FLEX) stake by 3.5% in Q2 2026, buying an estimated $43.2K and bringing the position to 10,385 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #619.

EP Wealth Advisors first reported a position in FLEX in Q1 2025 and has held it in 5 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

EP Wealth Advisors held 10,385 shares of Flex worth $1.68M as of Q2 2026.
EP Wealth Advisors bought 356 Flex shares in Q2 2026, an estimated $43.2K.
Flex made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #619 holding.
EP Wealth Advisors first reported a position in Flex in Q1 2025 and has held it in 5 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.