Physician Wealth Advisors
FLEX icon

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
Q3 		$6.38K Buy
58
+29
+100% +$3.43K ﹤0.01% 1048
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

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

Physician Wealth Advisors's FLEX Position: Q3 2026 in Review

Physician Wealth Advisors increased its Flex (FLEX) stake by 100% in Q3 2026, buying an estimated $3.43K and bringing the position to 58 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Physician Wealth Advisors first reported a position in FLEX in Q3 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Physician Wealth Advisors held 58 shares of Flex worth $6.38K as of Q3 2026.
  • Physician Wealth Advisors bought 29 Flex shares in Q3 2026, an estimated $3.43K.
  • Flex made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1048 holding.
  • Physician Wealth Advisors first reported a position in Flex in Q3 2025 and has held it in 5 quarters since.
  • 205 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.