OFO
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OneAscent Family Office’s Flex FLEX Stock Holding History

OneAscent Family Office’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 		$211K Sell
3,229
-671
-17% -$42.9K 0.15% 171
2025
Q4 		$236K Buy
+3,900
New +$241K 0.16% 146

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneAscent Family Office's FLEX Position: Q1 2026 in Review

OneAscent Family Office reduced its Flex (FLEX) stake by 17% in Q1 2026, selling an estimated $42.9K and leaving 3,229 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #171.

OneAscent Family Office first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $236K in Q4 2025. 785 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • OneAscent Family Office held 3,229 shares of Flex worth $211K as of Q1 2026.
  • OneAscent Family Office sold 671 Flex shares in Q1 2026, an estimated $42.9K.
  • Flex made up 0.15% of OneAscent Family Office's portfolio in Q1 2026, its #171 holding.
  • OneAscent Family Office first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
  • OneAscent Family Office's Flex position peaked at $236K in Q4 2025.
  • 785 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.