KF
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Krilogy Financial’s Flex FLEX Stock Holding History

Krilogy 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 		$650K Buy
4,013
+37
+0.9% +$4.49K 0.02% 542
2026
Q1 		$318K Buy
3,976
+19
+0.5% +$1.22K 0.01% 718
2025
Q4 		$252K Buy
+3,957
New +$244K 0.01% 797
2018
Q4 		– Sell
-2,732
Closed -$27K – 320
2018
Q3 		$27K Buy
+2,732
New +$28.6K 0.01% 383
2018
Q2 		– Sell
-2,732
Closed -$34K – 322
2018
Q1 		$34K Hold
2,732
– – 0.01% 369
2017
Q4 		$37K Hold
2,732
– – 0.01% 358
2017
Q3 		$34K Hold
2,732
– – 0.01% 399
2017
Q2 		$34K Hold
2,732
– – 0.01% 369
2017
Q1 		$30K Hold
2,732
– – 0.01% 363
2016
Q4 		$30K Buy
2,732
+1,327
+94% +$14.2K 0.01% 363
2016
Q3 		$14K Buy
+1,405
New +$13.6K ﹤0.01% 482

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

Krilogy Financial's FLEX Position: Q2 2026 in Review

Krilogy Financial increased its Flex (FLEX) stake by 0.93% in Q2 2026, buying an estimated $4.49K and bringing the position to 4,013 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #542.

Krilogy Financial first reported a position in FLEX in Q3 2016 and has held it in 11 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Krilogy Financial held 4,013 shares of Flex worth $650K as of Q2 2026.
  • Krilogy Financial bought 37 Flex shares in Q2 2026, an estimated $4.49K.
  • Flex made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #542 holding.
  • Krilogy Financial first reported a position in Flex in Q3 2016 and has held it in 11 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.