FFM
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Forum Financial Management’s Flex FLEX Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-15,308
Closed -$925K – 578
2025
Q4 		$925K Buy
15,308
+450
+3% +$27.8K 0.01% 266
2025
Q3 		$861K Buy
14,858
+3
+0% +$159 0.01% 275
2025
Q2 		$742K Sell
14,855
-1,399
-9% -$54.5K 0.01% 285
2025
Q1 		$538K Sell
16,254
-1,952
-11% -$76.5K 0.01% 341
2024
Q4 		$699K Sell
18,206
-327
-2% -$12.1K 0.01% 279
2024
Q3 		$620K Sell
18,533
-496
-3% -$15.3K 0.01% 270
2024
Q2 		$561K Sell
19,029
-1,371
-7% -$41K 0.01% 277
2024
Q1 		$584K Sell
20,400
-6,671
-25% -$175K 0.01% 280
2023
Q4 		$621K Hold
27,071
– – 0.01% 243
2023
Q3 		$550K Hold
27,071
– – 0.01% 259
2023
Q2 		$564K Hold
27,071
– – 0.01% 269
2023
Q1 		$469K Hold
27,071
– – 0.01% 280
2022
Q4 		$438K Sell
27,071
-446
-2% -$6.69K 0.01% 283
2022
Q3 		$345K Hold
27,517
– – 0.02% 307
2022
Q2 		$300K Buy
27,517
+446
+2% +$5.53K 0.02% 354
2022
Q1 		$378K Hold
27,071
– – 0.02% 302
2021
Q4 		$374K Buy
+27,071
New +$366K 0.02% 329

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's FLEX Position: Q1 2026 in Review

Forum Financial Management sold out of Flex (FLEX) in Q1 2026, closing a stake of 15,308 shares — an estimated $925K sold.

Forum Financial Management first reported a position in FLEX in Q4 2021 and held it in 17 quarters. The position peaked at $925K in Q4 2025. 789 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Forum Financial Management reported no remaining Flex position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 15,308 Flex shares in Q1 2026, an estimated $925K.
  • Forum Financial Management first reported a position in Flex in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Flex position peaked at $925K in Q4 2025.
  • 789 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.