FIA
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Foundations Investment Advisors’s Flex FLEX Stock Holding History

Foundations Investment 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 		$233K Buy
+1,435
New +$174K ﹤0.01% 1078
2025
Q2 		– Sell
-18,734
Closed -$620K – 953
2025
Q1 		$620K Buy
18,734
+12,672
+209% +$496K 0.01% 516
2024
Q4 		$233K Sell
6,062
-1,415
-19% -$52.4K ﹤0.01% 751
2024
Q3 		$250K Buy
+7,477
New +$230K 0.01% 689

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Foundations Investment Advisors's FLEX Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Flex (FLEX) in Q2 2026: 1,435 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in FLEX as recently as Q1 2025.

Foundations Investment Advisors first reported a position in FLEX in Q3 2024 and has held it in 4 quarters since. The position peaked at $620K in Q1 2025. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Foundations Investment Advisors held 1,435 shares of Flex worth $233K as of Q2 2026.
  • Flex was a new Foundations Investment Advisors position in Q2 2026.
  • Flex made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1078 holding.
  • Foundations Investment Advisors first reported a position in Flex in Q3 2024 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Flex position peaked at $620K in Q1 2025.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.