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Kestra Private Wealth Services’s Flex FLEX Stock Holding History

Kestra Private Wealth Services’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 		$1.69M Buy
10,402
+3,474
+50% +$421K 0.02% 658
2026
Q1 		$454K Sell
6,928
-345
-5% -$22.1K 0.01% 1262
2025
Q4 		$439K Sell
7,273
-543
-7% -$33.5K 0.01% 1235
2025
Q3 		$453K Sell
7,816
-1,685
-18% -$89.5K 0.01% 1148
2025
Q2 		$474K Sell
9,501
-1,767
-16% -$68.9K 0.01% 1059
2025
Q1 		$373K Sell
11,268
-12,038
-52% -$472K 0.01% 1095
2024
Q4 		$895K Sell
23,306
-88
-0.4% -$3.26K 0.02% 686
2024
Q3 		$782K Buy
23,394
+759
+3% +$23.3K 0.01% 690
2024
Q2 		$668K Sell
22,635
-311
-1% -$9.31K 0.01% 721
2024
Q1 		$656K Buy
22,946
+3,056
+15% +$80.2K 0.01% 693
2023
Q4 		$457K Sell
19,890
-540
-3% -$10.8K 0.01% 764
2023
Q3 		$415K Sell
20,430
-1,381
-6% -$28K 0.01% 738
2023
Q2 		$454K Sell
21,811
-625
-3% -$11.1K 0.02% 666
2023
Q1 		$389K Buy
22,436
+713
+3% +$12.3K 0.02% 678
2022
Q4 		$351K Buy
21,723
+7,728
+55% +$116K 0.02% 625
2022
Q3 		$176K Buy
+13,995
New +$179K 0.01% 802
2021
Q4 		– Sell
-13,526
Closed -$180K – 1001
2021
Q3 		$180K Sell
13,526
-394
-3% -$5.3K 0.01% 868
2021
Q2 		$187K Buy
+13,920
New +$189K 0.01% 817

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's FLEX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Flex (FLEX) stake by 50% in Q2 2026, buying an estimated $421K and bringing the position to 10,402 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #658.

Kestra Private Wealth Services first reported a position in FLEX in Q2 2021 and has held it in 18 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Kestra Private Wealth Services held 10,402 shares of Flex worth $1.69M as of Q2 2026.
  • Kestra Private Wealth Services bought 3,474 Flex shares in Q2 2026, an estimated $421K.
  • Flex made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #658 holding.
  • Kestra Private Wealth Services first reported a position in Flex in Q2 2021 and has held it in 18 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.