JWA
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JFS Wealth Advisors’s Flex FLEX Stock Holding History

JFS Wealth 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 		$102K Buy
631
+5
+0.8% +$606 0.01% 428
2026
Q1 		$41K Buy
626
+19
+3% +$1.22K ﹤0.01% 567
2025
Q4 		$36.7K Buy
607
+116
+24% +$7.17K ﹤0.01% 603
2025
Q3 		$28.5K Hold
491
– – ﹤0.01% 620
2025
Q2 		$24.5K Hold
491
– – ﹤0.01% 615
2025
Q1 		$16.2K Hold
491
– – ﹤0.01% 725
2024
Q4 		$18.9K Hold
491
– – ﹤0.01% 662
2024
Q3 		$16.4K Buy
491
+8
+2% +$246 ﹤0.01% 685
2024
Q2 		$14.2K Sell
483
-1
-0.2% -$30 ﹤0.01% 688
2024
Q1 		$13.8K Sell
484
-158
-25% -$4.14K ﹤0.01% 714
2023
Q4 		$14.7K Hold
642
– – ﹤0.01% 665
2023
Q3 		$13.1K Hold
642
– – ﹤0.01% 640
2023
Q2 		$13.4K Sell
642
-52
-7% -$927 ﹤0.01% 637
2023
Q1 		$12K Sell
694
-17
-2% -$294 ﹤0.01% 653
2022
Q4 		$11.5K Buy
711
+36
+5% +$540 ﹤0.01% 657
2022
Q3 		$8K Buy
675
+370
+121% +$4.73K ﹤0.01% 803
2022
Q2 		$3K Sell
305
-186
-38% -$2.3K ﹤0.01% 1178
2022
Q1 		$7K Buy
491
+300
+157% +$3.83K ﹤0.01% 915
2021
Q4 		$3K Buy
+191
New +$2.58K ﹤0.01% 939
2020
Q1 		– Sell
-1,253
Closed -$12K – 519
2019
Q4 		$12K Hold
1,253
– – ﹤0.01% 358
2019
Q3 		$10K Hold
1,253
– – ﹤0.01% 369
2019
Q2 		$9K Buy
1,253
+299
+31% +$2.3K ﹤0.01% 373
2019
Q1 		$7K Buy
954
+328
+52% +$2.35K ﹤0.01% 374
2018
Q4 		$4K Buy
+626
New +$4.37K ﹤0.01% 396
2015
Q1 		– Sell
-3,483
Closed -$29K – 525
2014
Q4 		$29K Sell
3,483
-385
-10% -$3.04K ﹤0.01% 251
2014
Q3 		$30K Hold
3,868
– – 0.01% 225
2014
Q2 		$32K Buy
+3,868
New +$29.1K 0.01% 226

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JFS Wealth Advisors's FLEX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Flex (FLEX) stake by 0.8% in Q2 2026, buying an estimated $606 and bringing the position to 631 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #428.

JFS Wealth Advisors first reported a position in FLEX in Q2 2014 and has held it in 27 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • JFS Wealth Advisors held 631 shares of Flex worth $102K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Flex shares in Q2 2026, an estimated $606.
  • Flex made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #428 holding.
  • JFS Wealth Advisors first reported a position in Flex in Q2 2014 and has held it in 27 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.