HBK Sorce Advisory’s Flex FLEX Stock Holding History

HBK Sorce 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	$393K	Sell	3,223 -2,763	-46%	-$335K	0.01%	439
2026 Q1	$851K	Buy	5,986 +219	+4%	+$14K	0.02%	269
2025 Q4	$369K	Buy	5,767 +41	+0.7%	+$2.53K	0.01%	438
2025 Q3	$364K	Sell	5,726 -16	-0.3%	-$850	0.01%	425
2025 Q2	$287K	Buy	+5,742	New	+$224K	0.01%	469

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

HBK Sorce Advisory's FLEX Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Flex (FLEX) stake by 46% in Q2 2026, selling an estimated $335K and leaving 3,223 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #439.

HBK Sorce Advisory first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $851K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

HBK Sorce Advisory held 3,223 shares of Flex worth $393K as of Q2 2026.
HBK Sorce Advisory sold 2,763 Flex shares in Q2 2026, an estimated $335K.
Flex made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #439 holding.
HBK Sorce Advisory first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
HBK Sorce Advisory's Flex position peaked at $851K in Q1 2026.
1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.