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 Q2	$1.62K	Buy	+10	New	+$1.21K	﹤0.01%	464

Other funds holding FLEX

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

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

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

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GoalVest Advisory's FLEX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Flex (FLEX) in Q2 2026: 10 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

126 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

GoalVest Advisory held 10 shares of Flex worth $1.62K as of Q2 2026.
Flex was a new GoalVest Advisory position in Q2 2026.
Flex made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #464 holding.
126 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.