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Physician Wealth Advisors’s Flex FLEX Stock Holding History

Physician Wealth Advisors’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 		$4.7K Buy
29
+13
+81% +$1.58K ﹤0.01% 1131
2026
Q1 		$1.05K Hold
16
– – ﹤0.01% 1659
2025
Q4 		$967 Buy
16
+5
+45% +$309 ﹤0.01% 1643
2025
Q3 		$638 Buy
+11
New +$584 ﹤0.01% 1753

Other funds holding FLEX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Physician Wealth Advisors's FLEX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Flex (FLEX) stake by 81% in Q2 2026, buying an estimated $1.58K and bringing the position to 29 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Physician Wealth Advisors first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Physician Wealth Advisors held 29 shares of Flex worth $4.7K as of Q2 2026.
  • Physician Wealth Advisors bought 13 Flex shares in Q2 2026, an estimated $1.58K.
  • Flex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1131 holding.
  • Physician Wealth Advisors first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.