MFG
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Merit Financial Group’s Flex FLEX Stock Holding History

Merit Financial 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
Q2 		$2.67M Buy
16,450
+4,498
+38% +$546K 0.02% 627
2026
Q1 		$782K Buy
11,952
+2,100
+21% +$134K 0.01% 1111
2025
Q4 		$595K Buy
9,852
+1,065
+12% +$65.8K ﹤0.01% 1197
2025
Q3 		$509K Buy
8,787
+1,494
+20% +$79.4K ﹤0.01% 1181
2025
Q2 		$364K Buy
+7,293
New +$284K ﹤0.01% 1243

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Merit Financial Group's FLEX Position: Q2 2026 in Review

Merit Financial Group increased its Flex (FLEX) stake by 38% in Q2 2026, buying an estimated $546K and bringing the position to 16,450 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #627.

Merit Financial Group first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Merit Financial Group held 16,450 shares of Flex worth $2.67M as of Q2 2026.
  • Merit Financial Group bought 4,498 Flex shares in Q2 2026, an estimated $546K.
  • Flex made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #627 holding.
  • Merit Financial Group first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.