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PDS Planning’s Flex FLEX Stock Holding History

PDS Planning’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 		$336K Buy
+2,075
New +$252K 0.02% 394

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

PDS Planning's FLEX Position: Q2 2026 in Review

PDS Planning opened a new position in Flex (FLEX) in Q2 2026: 2,075 shares worth $336K. The stake represents 0.02% of the portfolio and ranks #394 among its holdings.

1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • PDS Planning held 2,075 shares of Flex worth $336K as of Q2 2026.
  • Flex was a new PDS Planning position in Q2 2026.
  • Flex made up 0.02% of PDS Planning's portfolio in Q2 2026, its #394 holding.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.