Lowe Wealth Advisors’s Flex FLEX Stock Holding History

Lowe Wealth 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
2025 Q3	$29.7K	Hold	513	–	–	0.01%	177
2025 Q2	$25.6K	Hold	513	–	–	0.01%	184
2025 Q1	$17K	Buy	+513	New	+$20.1K	0.01%	212

Other funds holding FLEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lowe Wealth Advisors's FLEX Position: Q3 2025 in Review

Lowe Wealth Advisors held its Flex (FLEX) position steady in Q3 2025 at 513 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #177.

Lowe Wealth Advisors first reported a position in FLEX in Q1 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

Lowe Wealth Advisors held 513 shares of Flex worth $29.7K as of Q3 2025.
Lowe Wealth Advisors left its Flex share count unchanged in Q3 2025.
Flex made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #177 holding.
Lowe Wealth Advisors first reported a position in Flex in Q1 2025 and has held it in 3 quarters since.
697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.