HM Payson & Co’s Flex FLEX Stock Holding History

HM Payson & Co’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	$13.3K	Hold	82	–	–	﹤0.01%	896
2026 Q1	$5.37K	Sell	82 -32	-28%	-$2.05K	﹤0.01%	968
2025 Q4	$6.89K	Buy	114 +32	+39%	+$1.98K	﹤0.01%	950
2025 Q3	$4.75K	Hold	82	–	–	﹤0.01%	952
2025 Q2	$4.09K	Hold	82	–	–	﹤0.01%	892
2025 Q1	$2.71K	Hold	82	–	–	﹤0.01%	945
2024 Q4	$3.15K	Hold	82	–	–	﹤0.01%	929
2024 Q3	$2.74K	Buy	+82	New	+$2.52K	﹤0.01%	944
2022 Q1	–	Sell	-292	Closed	-$4K	–	1082
2021 Q4	$4K	Hold	292	–	–	﹤0.01%	965
2021 Q3	$4K	Hold	292	–	–	﹤0.01%	921
2021 Q2	$4K	Hold	292	–	–	﹤0.01%	911
2021 Q1	$4K	Hold	292	–	–	﹤0.01%	967
2020 Q4	$4K	Buy	+292	New	+$3.37K	﹤0.01%	949

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 $3.37T AUM 44.26% 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

HM Payson & Co's FLEX Position: Q2 2026 in Review

HM Payson & Co held its Flex (FLEX) position steady in Q2 2026 at 82 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

HM Payson & Co first reported a position in FLEX in Q4 2020 and has held it in 13 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

HM Payson & Co held 82 shares of Flex worth $13.3K as of Q2 2026.
HM Payson & Co left its Flex share count unchanged in Q2 2026.
Flex made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #896 holding.
HM Payson & Co first reported a position in Flex in Q4 2020 and has held it in 13 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.