MWM
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MOKAN Wealth Management’s Flex FLEX Stock Holding History

MOKAN Wealth Management’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 		$264K Sell
1,628
-8,149
-83% -$988K 0.1% 86
2026
Q1 		$640K Buy
9,777
+4,756
+95% +$304K 0.28% 73
2025
Q4 		$303K Buy
5,021
+850
+20% +$52.5K 0.13% 75
2025
Q3 		$242K Buy
4,171
+140
+3% +$7.44K 0.12% 83
2025
Q2 		$201K Buy
+4,031
New +$157K 0.11% 82

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

MOKAN Wealth Management's FLEX Position: Q2 2026 in Review

MOKAN Wealth Management reduced its Flex (FLEX) stake by 83% in Q2 2026, selling an estimated $988K and leaving 1,628 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #86.

MOKAN Wealth Management first reported a position in FLEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $640K in Q1 2026. 397 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • MOKAN Wealth Management held 1,628 shares of Flex worth $264K as of Q2 2026.
  • MOKAN Wealth Management sold 8,149 Flex shares in Q2 2026, an estimated $988K.
  • Flex made up 0.1% of MOKAN Wealth Management's portfolio in Q2 2026, its #86 holding.
  • MOKAN Wealth Management first reported a position in Flex in Q2 2025 and has held it in 5 quarters since.
  • MOKAN Wealth Management's Flex position peaked at $640K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.