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Everpar Advisors’s Flex FLEX Stock Holding History

Everpar 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 		$370K Buy
+2,285
New +$277K 0.11% 186
2025
Q4 		– Sell
-4,177
Closed -$242K – 284
2025
Q3 		$242K Sell
4,177
-273
-6% -$14.5K 0.1% 242
2025
Q2 		$222K Buy
+4,450
New +$173K 0.1% 248
2024
Q1 		– Sell
-14,925
Closed -$343K – 244
2023
Q4 		$343K Buy
+14,925
New +$299K 0.16% 197

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everpar Advisors's FLEX Position: Q2 2026 in Review

Everpar Advisors opened a new position in Flex (FLEX) in Q2 2026: 2,285 shares worth $370K. The stake represents 0.11% of the portfolio and ranks #186 among its holdings. This is a return to the name: Everpar Advisors previously reported a position in FLEX as recently as Q3 2025.

Everpar Advisors first reported a position in FLEX in Q4 2023 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Everpar Advisors held 2,285 shares of Flex worth $370K as of Q2 2026.
  • Flex was a new Everpar Advisors position in Q2 2026.
  • Flex made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #186 holding.
  • Everpar Advisors first reported a position in Flex in Q4 2023 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.