Mattson Financial Services’s Flex FLEX Stock Holding History

Mattson Financial Services’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	–	Sell	-16,116	Closed	-$1.05M	–	240
2026 Q1	$1.05M	Buy	16,116 +559	+4%	+$35.8K	0.25%	111
2025 Q4	$940K	Buy	+15,557	New	+$961K	0.22%	123

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mattson Financial Services's FLEX Position: Q2 2026 in Review

Mattson Financial Services sold out of Flex (FLEX) in Q2 2026, closing a stake of 16,116 shares — an estimated $1.05M sold.

Mattson Financial Services first reported a position in FLEX in Q4 2025 and held it in 2 quarters. The position peaked at $1.05M in Q1 2026. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Mattson Financial Services reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
Mattson Financial Services sold 16,116 Flex shares in Q2 2026, an estimated $1.05M.
Mattson Financial Services first reported a position in Flex in Q4 2025 and held it in 2 quarters.
Mattson Financial Services's Flex position peaked at $1.05M in Q1 2026.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.