Perigon Wealth Management
FLEX icon

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
Q3 		$623K Buy
5,661
+1,124
+25% +$133K 0.01% 791
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BG Investment Services
BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perigon Wealth Management's FLEX Position: Q3 2026 in Review

Perigon Wealth Management increased its Flex (FLEX) stake by 25% in Q3 2026, buying an estimated $133K and bringing the position to 5,661 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #791.

Perigon Wealth Management first reported a position in FLEX in Q3 2024 and has held it in 3 quarters since. The position peaked at $735K in Q2 2026. 205 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Perigon Wealth Management held 5,661 shares of Flex worth $623K as of Q3 2026.
  • Perigon Wealth Management bought 1,124 Flex shares in Q3 2026, an estimated $133K.
  • Flex made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #791 holding.
  • Perigon Wealth Management first reported a position in Flex in Q3 2024 and has held it in 3 quarters since.
  • Perigon Wealth Management's Flex position peaked at $735K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.