Financial Consulate’s Flex FLEX Stock Holding History

Financial Consulate’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	$4.38K	Buy	27 +2	+8%	+$243	﹤0.01%	876
2026 Q1	$1.64K	Buy	25 +21	+525%	+$1.34K	﹤0.01%	1019
2025 Q4	$242	Buy	+4	New	+$247	﹤0.01%	1306

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

Financial Consulate's FLEX Position: Q2 2026 in Review

Financial Consulate increased its Flex (FLEX) stake by 8% in Q2 2026, buying an estimated $243 and bringing the position to 27 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Financial Consulate first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Financial Consulate held 27 shares of Flex worth $4.38K as of Q2 2026.
Financial Consulate bought 2 Flex shares in Q2 2026, an estimated $243.
Flex made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #876 holding.
Financial Consulate first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.