LA
FLEX icon

LVW Advisors’s Flex FLEX Stock Holding History

LVW 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
2026
Q2 		$1.23M Buy
7,574
+1,386
+22% +$168K 0.11% 116
2026
Q1 		$405K Buy
+6,188
New +$396K 0.04% 251

Other funds holding FLEX

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LVW Advisors's FLEX Position: Q2 2026 in Review

LVW Advisors increased its Flex (FLEX) stake by 22% in Q2 2026, buying an estimated $168K and bringing the position to 7,574 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #116.

LVW Advisors first reported a position in FLEX in Q1 2026 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • LVW Advisors held 7,574 shares of Flex worth $1.23M as of Q2 2026.
  • LVW Advisors bought 1,386 Flex shares in Q2 2026, an estimated $168K.
  • Flex made up 0.11% of LVW Advisors's portfolio in Q2 2026, its #116 holding.
  • LVW Advisors first reported a position in Flex in Q1 2026 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.