Optivise Advisory Services
FLEX icon

Optivise Advisory Services’s Flex FLEX Stock Holding History

Optivise Advisory 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
Q3 		$333K Buy
3,029
+1,641
+118% +$194K 0.16% 149
2026
Q2 		$225K Buy
+1,388
New +$168K 0.11% 195

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Optivise Advisory Services's FLEX Position: Q3 2026 in Review

Optivise Advisory Services increased its Flex (FLEX) stake by 118% in Q3 2026, buying an estimated $194K and bringing the position to 3,029 shares worth $333K. The position accounts for 0.16% of the portfolio, ranked #149.

Optivise Advisory Services first reported a position in FLEX in Q2 2026 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Optivise Advisory Services held 3,029 shares of Flex worth $333K as of Q3 2026.
  • Optivise Advisory Services bought 1,641 Flex shares in Q3 2026, an estimated $194K.
  • Flex made up 0.16% of Optivise Advisory Services's portfolio in Q3 2026, its #149 holding.
  • Optivise Advisory Services first reported a position in Flex in Q2 2026 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.