PWM
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Perigon Wealth Management’s Flex FLEX Stock Holding History

Perigon Wealth Management’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 		$735K Buy
+4,537
New +$550K 0.01% 703
2024
Q4 		– Sell
-12,138
Closed -$406K – 1061
2024
Q3 		$406K Buy
+12,138
New +$373K 0.01% 683

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

Perigon Wealth Management's FLEX Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Flex (FLEX) in Q2 2026: 4,537 shares worth $735K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in FLEX as recently as Q3 2024.

Perigon Wealth Management first reported a position in FLEX in Q3 2024 and has held it in 2 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Perigon Wealth Management held 4,537 shares of Flex worth $735K as of Q2 2026.
  • Flex was a new Perigon Wealth Management position in Q2 2026.
  • Flex made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #703 holding.
  • Perigon Wealth Management first reported a position in Flex in Q3 2024 and has held it in 2 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.