JNBA Financial Advisors’s Flex FLEX Stock Holding History

JNBA Financial 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	$1.2M	Buy	7,430 +7,396	+21,753%	+$897K	0.09%	87
2026 Q1	$2.23K	Hold	34	–	–	﹤0.01%	721
2025 Q4	$2.06K	Buy	+34	New	+$2.1K	﹤0.01%	670
2020 Q1	–	Sell	-1,460	Closed	-$14K	–	583
2019 Q4	$14K	Hold	1,460	–	–	﹤0.01%	390
2019 Q3	$12K	Sell	1,460 -132	-8%	-$1.01K	﹤0.01%	390
2019 Q2	$11K	Buy	1,592 +132	+9%	+$1.01K	﹤0.01%	421
2019 Q1	$11K	Hold	1,460	–	–	﹤0.01%	395
2018 Q4	$8K	Buy	+1,460	New	+$10.2K	﹤0.01%	395
2018 Q3	–	Sell	-1,460	Closed	-$16K	–	564
2018 Q2	$16K	Buy	+1,460	New	+$16.4K	﹤0.01%	339
2016 Q4	–	Sell	-1,484	Closed	-$15K	–	779
2016 Q3	$15K	Buy	+1,484	New	+$14.4K	﹤0.01%	898

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

JNBA Financial Advisors's FLEX Position: Q2 2026 in Review

JNBA Financial Advisors increased its Flex (FLEX) stake by 21,753% in Q2 2026, buying an estimated $897K and bringing the position to 7,430 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #87.

JNBA Financial Advisors first reported a position in FLEX in Q3 2016 and has held it in 10 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

JNBA Financial Advisors held 7,430 shares of Flex worth $1.2M as of Q2 2026.
JNBA Financial Advisors bought 7,396 Flex shares in Q2 2026, an estimated $897K.
Flex made up 0.09% of JNBA Financial Advisors's portfolio in Q2 2026, its #87 holding.
JNBA Financial Advisors first reported a position in Flex in Q3 2016 and has held it in 10 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.