Lakeshore Financial Planning’s Flex FLEX Stock Holding History

Lakeshore Financial Planning’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	$227K	Buy	+1,400	New	+$170K	0.07%	84

Other funds holding FLEX

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lakeshore Financial Planning's FLEX Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in Flex (FLEX) in Q2 2026: 1,400 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings.

397 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Lakeshore Financial Planning held 1,400 shares of Flex worth $227K as of Q2 2026.
Flex was a new Lakeshore Financial Planning position in Q2 2026.
Flex made up 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #84 holding.
397 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.