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Park Square Financial Group’s Flex FLEX Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-3,331
Closed -$166K – 499
2025
Q2 		$166K Sell
3,331
-12
-0.4% -$468 0.12% 129
2025
Q1 		$111K Sell
3,343
-95
-3% -$3.72K 0.09% 158
2024
Q4 		$132K Buy
+3,438
New +$127K 0.09% 134

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Park Square Financial Group's FLEX Position: Q3 2025 in Review

Park Square Financial Group sold out of Flex (FLEX) in Q3 2025, closing a stake of 3,331 shares — an estimated $166K sold.

Park Square Financial Group first reported a position in FLEX in Q4 2024 and held it in 3 quarters. The position peaked at $166K in Q2 2025. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Park Square Financial Group reported no remaining Flex position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 3,331 Flex shares in Q3 2025, an estimated $166K.
  • Park Square Financial Group first reported a position in Flex in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Flex position peaked at $166K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.