MG
FLEX icon

Mather Group’s Flex FLEX Stock Holding History

Mather 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 		$12.2K Buy
+186
New +$11.9K ﹤0.01% 1397
2025
Q4 		– Sell
-340
Closed -$19.7K – 989
2025
Q3 		$19.7K Buy
+340
New +$18.1K ﹤0.01% 1123
2025
Q2 		– Sell
-340
Closed -$11.2K – 992
2025
Q1 		$11.2K Sell
340
-99
-23% -$3.88K ﹤0.01% 1224
2024
Q4 		$16.9K Buy
439
+99
+29% +$3.66K ﹤0.01% 1118
2024
Q3 		$11.4K Buy
340
+20
+6% +$615 ﹤0.01% 1156
2024
Q2 		$9.16K Buy
320
+47
+17% +$1.41K ﹤0.01% 1478
2024
Q1 		$8.32K Buy
+273
New +$7.16K ﹤0.01% 1245

Other funds holding FLEX

BlackRock
BlackRock New York $5.7T 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