FFA
FLEX icon

Farther Finance Advisors’s Flex FLEX Stock Holding History

Farther Finance 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
Q3 		$1.7M Sell
15,415
-665
-4% -$78.7K 0.01% 854
2026
Q2 		$2.61M Buy
16,080
+2,215
+16% +$269K 0.02% 627
2026
Q1 		$946K Buy
13,865
+438
+3% +$28K 0.01% 1000
2025
Q4 		$811K Sell
13,427
-3,344
-20% -$207K 0.01% 1012
2025
Q3 		$972K Buy
16,771
+1,565
+10% +$83.1K 0.01% 743
2025
Q2 		$759K Buy
15,206
+266
+2% +$10.4K 0.02% 714
2025
Q1 		$498K Buy
14,940
+8,790
+143% +$344K 0.01% 786
2024
Q4 		$236K Buy
6,150
+3,506
+133% +$130K 0.01% 911
2024
Q3 		$88.4K Buy
2,644
+184
+7% +$5.66K ﹤0.01% 1356
2024
Q2 		$73K Buy
2,460
+524
+27% +$15.7K ﹤0.01% 1257
2024
Q1 		$55.1K Sell
1,936
-520
-21% -$13.6K ﹤0.01% 1153
2023
Q4 		$56.4K Buy
2,456
+174
+8% +$3.48K ﹤0.01% 996
2023
Q3 		$46.4K Sell
2,282
-819
-26% -$16.6K 0.01% 795
2023
Q2 		$64.6K Buy
3,101
+1,348
+77% +$24K 0.01% 585
2023
Q1 		$30.4K Buy
1,753
+468
+36% +$8.1K 0.01% 768
2022
Q4 		$20.8K Buy
+1,285
New +$19.3K 0.01% 725

Other funds holding FLEX

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

Farther Finance Advisors's FLEX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Flex (FLEX) stake by 4.1% in Q3 2026, selling an estimated $78.7K and leaving 15,415 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #854.

Farther Finance Advisors first reported a position in FLEX in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.61M in Q2 2026. 23 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Farther Finance Advisors held 15,415 shares of Flex worth $1.7M as of Q3 2026.
  • Farther Finance Advisors sold 665 Flex shares in Q3 2026, an estimated $78.7K.
  • Flex made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #854 holding.
  • Farther Finance Advisors first reported a position in Flex in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Flex position peaked at $2.61M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.