PCS
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Personal CFO Solutions’s Flex FLEX Stock Holding History

Personal CFO Solutions’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 		$256K Buy
+1,582
New +$192K 0.04% 449
2024
Q1 		– Sell
-15,641
Closed -$359K – 555
2023
Q4 		$359K Buy
+15,641
New +$313K 0.06% 323

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

Personal CFO Solutions's FLEX Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Flex (FLEX) in Q2 2026: 1,582 shares worth $256K. The stake represents 0.04% of the portfolio and ranks #449 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in FLEX as recently as Q4 2023.

Personal CFO Solutions first reported a position in FLEX in Q4 2023 and has held it in 2 quarters since. The position peaked at $359K in Q4 2023. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Personal CFO Solutions held 1,582 shares of Flex worth $256K as of Q2 2026.
  • Flex was a new Personal CFO Solutions position in Q2 2026.
  • Flex made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #449 holding.
  • Personal CFO Solutions first reported a position in Flex in Q4 2023 and has held it in 2 quarters since.
  • Personal CFO Solutions's Flex position peaked at $359K in Q4 2023.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.