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 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 $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HBK Sorce Advisory's FLEX Position: Q1 2026 in Review

HBK Sorce Advisory increased its Flex (FLEX) stake by 3.8% in Q1 2026, buying an estimated $14K and bringing the position to 5,986 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #269.

HBK Sorce Advisory first reported a position in FLEX in Q2 2025 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

HBK Sorce Advisory held 5,986 shares of Flex worth $851K as of Q1 2026.
HBK Sorce Advisory bought 219 Flex shares in Q1 2026, an estimated $14K.
Flex made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #269 holding.
HBK Sorce Advisory first reported a position in Flex in Q2 2025 and has held it in 4 quarters since.
783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.