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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
Q2 		$700K Sell
4,319
-6,190
-59% -$751K 0.03% 304
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 0.03% 316

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 $3.38T AUM 44.17% 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

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

OneAscent Financial Services reduced its Flex (FLEX) stake by 59% in Q2 2026, selling an estimated $751K and leaving 4,319 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #304.

OneAscent Financial Services first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • OneAscent Financial Services held 4,319 shares of Flex worth $700K as of Q2 2026.
  • OneAscent Financial Services sold 6,190 Flex shares in Q2 2026, an estimated $751K.
  • Flex made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #304 holding.
  • OneAscent Financial Services first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.