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OneAscent Wealth Management’s Flex FLEX Stock Holding History

OneAscent 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
Q1 		$586K Sell
8,950
-308
-3% -$19.7K 0.19% 62
2025
Q4 		$559K Sell
9,258
-140
-1% -$8.65K 0.19% 63
2025
Q3 		$545K Buy
+9,398
New +$499K 0.18% 64

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 Wealth Management's FLEX Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Flex (FLEX) stake by 3.3% in Q1 2026, selling an estimated $19.7K and leaving 8,950 shares worth $586K. The position accounts for 0.19% of the portfolio, ranked #62.

OneAscent Wealth Management first reported a position in FLEX in Q3 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • OneAscent Wealth Management held 8,950 shares of Flex worth $586K as of Q1 2026.
  • OneAscent Wealth Management sold 308 Flex shares in Q1 2026, an estimated $19.7K.
  • Flex made up 0.19% of OneAscent Wealth Management's portfolio in Q1 2026, its #62 holding.
  • OneAscent Wealth Management first reported a position in Flex in Q3 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

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