IFG
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Independent Financial Group’s Flex FLEX Stock Holding History

Independent Financial Group’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 		$513K Buy
+3,166
New +$384K 0.01% 985
2023
Q2 		– Sell
-14,638
Closed -$254K – 892
2023
Q1 		$254K Sell
14,638
-1,046
-7% -$18.1K 0.02% 684
2022
Q4 		$254K Buy
+15,684
New +$235K 0.02% 620

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
COPPSERS
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Independent Financial Group's FLEX Position: Q2 2026 in Review

Independent Financial Group opened a new position in Flex (FLEX) in Q2 2026: 3,166 shares worth $513K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FLEX as recently as Q1 2023.

Independent Financial Group first reported a position in FLEX in Q4 2022 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Independent Financial Group held 3,166 shares of Flex worth $513K as of Q2 2026.
  • Flex was a new Independent Financial Group position in Q2 2026.
  • Flex made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #985 holding.
  • Independent Financial Group first reported a position in Flex in Q4 2022 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.