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Financial Planning Hawaii’s Netflix NFLX Stock Holding History

Financial Planning Hawaii’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Hold
5,620
– – 0.22% 85
2026
Q1 		$540K Hold
5,620
– – 0.32% 77
2025
Q4 		$527K Buy
+5,620
New +$606K 0.3% 79

Other funds holding NFLX

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Financial Planning Hawaii's NFLX Position: Q2 2026 in Review

Financial Planning Hawaii held its Netflix (NFLX) position steady in Q2 2026 at 5,620 shares worth $401K. The position accounts for 0.22% of the portfolio, ranked #85.

Financial Planning Hawaii first reported a position in NFLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 2,021 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Financial Planning Hawaii held 5,620 shares of Netflix worth $401K as of Q2 2026.
  • Financial Planning Hawaii left its Netflix share count unchanged in Q2 2026.
  • Netflix made up 0.22% of Financial Planning Hawaii's portfolio in Q2 2026, its #85 holding.
  • Financial Planning Hawaii first reported a position in Netflix in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Netflix position peaked at $540K in Q1 2026.
  • 2,021 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

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