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Parcion Private Wealth’s Flex FLEX Stock Holding History

Parcion Private Wealth’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 		$2.31M Buy
14,246
+85
+0.6% +$10.3K 0.13% 107
2026
Q1 		$927K Buy
14,161
+2
+0% +$128 0.06% 163
2025
Q4 		$855K Buy
14,159
+216
+2% +$13.3K 0.05% 163
2025
Q3 		$808K Buy
13,943
+30
+0.2% +$1.59K 0.05% 148
2025
Q2 		$695K Buy
13,913
+576
+4% +$22.4K 0.05% 148
2025
Q1 		$441K Buy
13,337
+12
+0.1% +$470 0.04% 173
2024
Q4 		$512K Sell
13,325
-190
-1% -$7.03K 0.04% 159
2024
Q3 		$452K Buy
+13,515
New +$416K 0.04% 163

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 $3.37T AUM 44.26% 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

Parcion Private Wealth's FLEX Position: Q2 2026 in Review

Parcion Private Wealth increased its Flex (FLEX) stake by 0.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 14,246 shares worth $2.31M. The position accounts for 0.13% of the portfolio, ranked #107.

Parcion Private Wealth first reported a position in FLEX in Q3 2024 and has held it in 8 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Parcion Private Wealth held 14,246 shares of Flex worth $2.31M as of Q2 2026.
  • Parcion Private Wealth bought 85 Flex shares in Q2 2026, an estimated $10.3K.
  • Flex made up 0.13% of Parcion Private Wealth's portfolio in Q2 2026, its #107 holding.
  • Parcion Private Wealth first reported a position in Flex in Q3 2024 and has held it in 8 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.