PF
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Phoenix Financial’s Flex FLEX Stock Holding History

Phoenix Financial’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
2025
Q1 		– Sell
-16,439
Closed -$631K – 390
2024
Q4 		$631K Sell
16,439
-1,706
-9% -$63.1K 0.01% 245
2024
Q3 		$608K Buy
18,145
+3,485
+24% +$107K 0.01% 237
2024
Q2 		$430K Buy
14,660
+4,660
+47% +$140K 0.01% 260
2024
Q1 		$285K Buy
+10,000
New +$262K ﹤0.01% 334
2021
Q3 		– Sell
-15,287
Closed -$208K – 424
2021
Q2 		$208K Sell
15,287
-550,071
-97% -$7.47M ﹤0.01% 294
2021
Q1 		$7.63M Buy
565,358
+98,917
+21% +$1.36M 0.17% 117
2020
Q4 		$6.29M Buy
+466,441
New +$5.39M 0.17% 123

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return