JWCA
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J.W. Cole Advisors’s Flex FLEX Stock Holding History

J.W. Cole Advisors’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 		$457K Sell
2,817
-516
-15% -$62.6K 0.01% 1053
2026
Q1 		$218K Sell
3,333
-797
-19% -$51K 0.01% 726
2025
Q4 		$228K Buy
4,130
+11
+0.3% +$679 0.01% 1236
2025
Q3 		$239K Buy
+4,119
New +$219K ﹤0.01% 1357

Other funds holding FLEX

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

J.W. Cole Advisors's FLEX Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Flex (FLEX) stake by 15% in Q2 2026, selling an estimated $62.6K and leaving 2,817 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #1053.

J.W. Cole Advisors first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • J.W. Cole Advisors held 2,817 shares of Flex worth $457K as of Q2 2026.
  • J.W. Cole Advisors sold 516 Flex shares in Q2 2026, an estimated $62.6K.
  • Flex made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1053 holding.
  • J.W. Cole Advisors first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.