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Marshall & Sterling Wealth Advisors’s Flex FLEX Stock Holding History

Marshall & Sterling 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
2026
Q2 		$146K Hold
900
– – 0.09% 105
2026
Q1 		$58.9K Hold
900
– – 0.04% 136
2025
Q4 		$54.4K Sell
900
-760
-46% -$46.9K 0.04% 135
2025
Q3 		$96.2K Buy
1,660
+760
+84% +$40.4K 0.06% 121
2025
Q2 		$44.9K Hold
900
– – 0.03% 176
2025
Q1 		$29.8K Hold
900
– – 0.02% 218
2024
Q4 		$34.6K Buy
+900
New +$33.3K 0.02% 160

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FLEX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Flex (FLEX) position steady in Q2 2026 at 900 shares worth $146K. The position accounts for 0.09% of the portfolio, ranked #105.

Marshall & Sterling Wealth Advisors first reported a position in FLEX in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 900 shares of Flex worth $146K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Flex share count unchanged in Q2 2026.
  • Flex made up 0.09% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Flex in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.