JSF Financial’s Flex FLEX Stock Holding History

JSF 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 Q2	$2.68M	Sell	16,563 -3,941	-19%	-$478K	0.42%	34
2026 Q1	$1.34M	Buy	20,504 +115	+0.6%	+$7.36K	0.26%	50
2025 Q4	$1.23M	Sell	20,389 -133	-0.6%	-$8.22K	0.26%	54
2025 Q3	$1.19M	Buy	+20,522	New	+$1.09M	0.26%	56

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

JSF Financial's FLEX Position: Q2 2026 in Review

JSF Financial reduced its Flex (FLEX) stake by 19% in Q2 2026, selling an estimated $478K and leaving 16,563 shares worth $2.68M. The position accounts for 0.42% of the portfolio, ranked #34.

JSF Financial first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

JSF Financial held 16,563 shares of Flex worth $2.68M as of Q2 2026.
JSF Financial sold 3,941 Flex shares in Q2 2026, an estimated $478K.
Flex made up 0.42% of JSF Financial's portfolio in Q2 2026, its #34 holding.
JSF Financial first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.