Kelleher Financial Advisors’s Flex FLEX Stock Holding History

Kelleher 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	$24K	Buy	+148	New	+$17.9K	﹤0.01%	526

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

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

Kelleher Financial Advisors opened a new position in Flex (FLEX) in Q2 2026: 148 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings.

1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Kelleher Financial Advisors held 148 shares of Flex worth $24K as of Q2 2026.
Flex was a new Kelleher Financial Advisors position in Q2 2026.
Flex made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #526 holding.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.