Peak Financial Advisors’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.7M Buy
37,751
+2,104
+6% +$185K 1.12% 28
2026
Q1
$3.43M Buy
35,647
+5,440
+18% +$479K 1.52% 15
2025
Q4
$2.83M Sell
30,207
-453
-1% -$48.8K 1.27% 15
2025
Q3
$3.68M Sell
30,660
-2,640
-8% -$322K 1.76% 12
2025
Q2
$4.46M Buy
33,300
+1,370
+4% +$155K 2.28% 9
2025
Q1
$2.98M Buy
31,930
+370
+1% +$35.2K 1.52% 18
2024
Q4
$2.81M Buy
31,560
+160
+0.5% +$13.2K 1.46% 26
2024
Q3
$2.23M Buy
+31,400
New +$2.1M 1.15% 36

Other funds holding NFLX

Peak Financial Advisors's NFLX Position: Q2 2026 in Review

Peak Financial Advisors increased its Netflix (NFLX) stake by 5.9% in Q2 2026, buying an estimated $185K and bringing the position to 37,751 shares worth $2.7M. The position accounts for 1.12% of the portfolio, ranked #28.

Peak Financial Advisors first reported a position in NFLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.46M in Q2 2025. 658 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Peak Financial Advisors held 37,751 shares of Netflix worth $2.7M as of Q2 2026.
  • Peak Financial Advisors bought 2,104 Netflix shares in Q2 2026, an estimated $185K.
  • Netflix made up 1.12% of Peak Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Peak Financial Advisors first reported a position in Netflix in Q3 2024 and has held it in 8 quarters since.
  • Peak Financial Advisors's Netflix position peaked at $4.46M in Q2 2025.
  • 658 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.