J. Team Financial’s Flex FLEX Stock Holding History

J. Team Financial’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 Q3	–	Sell	-2,732	Closed	-$443K	–	105
2026 Q2	$443K	Buy	+2,732	New	+$331K	0.43%	46
2026 Q1	–	Sell	-5,640	Closed	-$341K	–	89
2025 Q4	$341K	Hold	5,640	–	–	0.34%	64
2025 Q3	$327K	Buy	+5,640	New	+$300K	0.33%	60

Other funds holding FLEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

J. Team Financial's FLEX Position: Q3 2026 in Review

J. Team Financial sold out of Flex (FLEX) in Q3 2026, closing a stake of 2,732 shares — an estimated $443K sold.

J. Team Financial first reported a position in FLEX in Q3 2025 and held it in 3 quarters. The position peaked at $443K in Q2 2026. 473 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

J. Team Financial reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
J. Team Financial sold 2,732 Flex shares in Q3 2026, an estimated $443K.
J. Team Financial first reported a position in Flex in Q3 2025 and held it in 3 quarters.
J. Team Financial's Flex position peaked at $443K in Q2 2026.
473 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.