Gladstone Institutional Advisory’s Flex FLEX Stock Holding History

Gladstone Institutional Advisory’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	$2.61M	Buy	16,111 +11,906	+283%	+$1.44M	0.08%	243
2026 Q1	$275K	Buy	4,205 +800	+23%	+$51.2K	0.01%	700
2025 Q4	$206K	Buy	+3,405	New	+$210K	0.01%	752

Other funds holding FLEX

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Gladstone Institutional Advisory's FLEX Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Flex (FLEX) stake by 283% in Q2 2026, buying an estimated $1.44M and bringing the position to 16,111 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #243.

Gladstone Institutional Advisory first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Gladstone Institutional Advisory held 16,111 shares of Flex worth $2.61M as of Q2 2026.
Gladstone Institutional Advisory bought 11,906 Flex shares in Q2 2026, an estimated $1.44M.
Flex made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #243 holding.
Gladstone Institutional Advisory first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
288 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.