FGC
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Financial Gravity Companies’s Flex FLEX Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$1.05K Buy
+21
New +$818 ﹤0.01% 798
2024
Q4 		$1.19K Buy
31
+15
+94% +$555 ﹤0.01% 802
2024
Q3 		$535 Buy
+16
New +$492 ﹤0.01% 580

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Gravity Companies's FLEX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Flex (FLEX) in Q2 2025: 21 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FLEX as recently as Q4 2024.

Financial Gravity Companies first reported a position in FLEX in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.19K in Q4 2024. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Financial Gravity Companies held 21 shares of Flex worth $1.05K as of Q2 2025.
  • Flex was a new Financial Gravity Companies position in Q2 2025.
  • Flex made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #798 holding.
  • Financial Gravity Companies first reported a position in Flex in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Flex position peaked at $1.19K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.