GoalVest Advisory
FLEX icon

GoalVest Advisory’s Flex FLEX Stock Holding History

GoalVest 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
Q3 		$1.1K Hold
10
– – ﹤0.01% 682
2026
Q2 		$1.62K Buy
+10
New +$1.21K ﹤0.01% 464

Other funds holding FLEX

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BG Investment Services
BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GoalVest Advisory's FLEX Position: Q3 2026 in Review

GoalVest Advisory held its Flex (FLEX) position steady in Q3 2026 at 10 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

GoalVest Advisory first reported a position in FLEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.62K in Q2 2026. 205 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • GoalVest Advisory held 10 shares of Flex worth $1.1K as of Q3 2026.
  • GoalVest Advisory left its Flex share count unchanged in Q3 2026.
  • Flex made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #682 holding.
  • GoalVest Advisory first reported a position in Flex in Q2 2026 and has held it in 2 quarters since.
  • GoalVest Advisory's Flex position peaked at $1.62K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.