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Larson Financial Group’s Flex FLEX Stock Holding History

Larson Financial Group’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
Q1 		$589 Sell
9
-187
-95% -$12K ﹤0.01% 3286
2025
Q4 		$11.8K Buy
196
+128
+188% +$7.91K ﹤0.01% 2020
2025
Q3 		$3.94K Buy
68
+31
+84% +$1.65K ﹤0.01% 2438
2025
Q2 		$1.85K Hold
37
– – ﹤0.01% 2436
2025
Q1 		$1.22K Buy
+37
New +$1.45K ﹤0.01% 2325

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's FLEX Position: Q1 2026 in Review

Larson Financial Group reduced its Flex (FLEX) stake by 95% in Q1 2026, selling an estimated $12K and leaving 9 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Larson Financial Group first reported a position in FLEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.8K in Q4 2025. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Larson Financial Group held 9 shares of Flex worth $589 as of Q1 2026.
  • Larson Financial Group sold 187 Flex shares in Q1 2026, an estimated $12K.
  • Flex made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3286 holding.
  • Larson Financial Group first reported a position in Flex in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Flex position peaked at $11.8K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.