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Greenleaf Trust’s Flex FLEX Stock Holding History

Greenleaf Trust’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 		$730K Buy
11,146
+110
+1% +$7.04K 0.01% 405
2025
Q4 		$667K Buy
11,036
+46
+0.4% +$2.84K 0.01% 430
2025
Q3 		$637K Sell
10,990
-43
-0.4% -$2.28K 0.01% 444
2025
Q2 		$551K Buy
11,033
+914
+9% +$35.6K ﹤0.01% 462
2025
Q1 		$335K Buy
10,119
+348
+4% +$13.6K ﹤0.01% 611
2024
Q4 		$375K Sell
9,771
-1,334
-12% -$49.4K ﹤0.01% 583
2024
Q3 		$371K Buy
11,105
+55
+0.5% +$1.69K ﹤0.01% 589
2024
Q2 		$326K Buy
11,050
+38
+0.3% +$1.14K ﹤0.01% 594
2024
Q1 		$315K Sell
11,012
-3,783
-26% -$99.2K ﹤0.01% 590
2023
Q4 		$340K Sell
14,795
-78
-0.5% -$1.56K ﹤0.01% 566
2023
Q3 		$302K Buy
14,873
+41
+0.3% +$831 ﹤0.01% 573
2023
Q2 		$309K Sell
14,832
-884
-6% -$15.8K ﹤0.01% 589
2023
Q1 		$273K Sell
15,716
-143
-0.9% -$2.47K ﹤0.01% 635
2022
Q4 		$256K Buy
15,859
+1,640
+12% +$24.6K ﹤0.01% 637
2022
Q3 		$179K Buy
+14,219
New +$182K ﹤0.01% 673

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenleaf Trust's FLEX Position: Q1 2026 in Review

Greenleaf Trust increased its Flex (FLEX) stake by 1% in Q1 2026, buying an estimated $7.04K and bringing the position to 11,146 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #405.

Greenleaf Trust first reported a position in FLEX in Q3 2022 and has held it in 15 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Greenleaf Trust held 11,146 shares of Flex worth $730K as of Q1 2026.
  • Greenleaf Trust bought 110 Flex shares in Q1 2026, an estimated $7.04K.
  • Flex made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #405 holding.
  • Greenleaf Trust first reported a position in Flex in Q3 2022 and has held it in 15 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.