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OneAscent Financial Services’s Flex FLEX Stock Holding History

OneAscent 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
Q1 		$688K Sell
10,509
-296
-3% -$18.9K 0.04% 281
2025
Q4 		$653K Buy
10,805
+2,961
+38% +$183K 0.06% 211
2025
Q3 		$455K Buy
+7,844
New +$417K 0.06% 244

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T 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

OneAscent Financial Services's FLEX Position: Q1 2026 in Review

OneAscent Financial Services reduced its Flex (FLEX) stake by 2.7% in Q1 2026, selling an estimated $18.9K and leaving 10,509 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #281.

OneAscent Financial Services first reported a position in FLEX in Q3 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • OneAscent Financial Services held 10,509 shares of Flex worth $688K as of Q1 2026.
  • OneAscent Financial Services sold 296 Flex shares in Q1 2026, an estimated $18.9K.
  • Flex made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #281 holding.
  • OneAscent Financial Services first reported a position in Flex in Q3 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Flex as of Q1 2026.

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