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Fifth Third Wealth Advisors’s Flex FLEX Stock Holding History

Fifth Third 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 		– Sell
-11,397
Closed -$746K – 1003
2026
Q1 		$746K Buy
11,397
+2,940
+35% +$188K 0.03% 318
2025
Q4 		$511K Sell
8,457
-20
-0.2% -$1.24K 0.02% 385
2025
Q3 		$491K Buy
8,477
+41
+0.5% +$2.18K 0.02% 385
2025
Q2 		$421K Buy
8,436
+27
+0.3% +$1.05K 0.02% 410
2025
Q1 		$278K Buy
8,409
+37
+0.4% +$1.45K 0.01% 521
2024
Q4 		$321K Buy
+8,372
New +$310K 0.02% 460

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
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
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Fifth Third Wealth Advisors's FLEX Position: Q2 2026 in Review

Fifth Third Wealth Advisors sold out of Flex (FLEX) in Q2 2026, closing a stake of 11,397 shares — an estimated $746K sold.

Fifth Third Wealth Advisors first reported a position in FLEX in Q4 2024 and held it in 6 quarters. The position peaked at $746K in Q1 2026. 161 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Fifth Third Wealth Advisors reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 11,397 Flex shares in Q2 2026, an estimated $746K.
  • Fifth Third Wealth Advisors first reported a position in Flex in Q4 2024 and held it in 6 quarters.
  • Fifth Third Wealth Advisors's Flex position peaked at $746K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.