PWPS
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Pinnacle Wealth Planning Services’s Flex FLEX Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.91K Buy
55
+25
+83% +$3.03K ﹤0.01% 2113
2026
Q1 		$1.96K Sell
30
-23
-43% -$1.47K ﹤0.01% 2445
2025
Q4 		$3.2K Buy
+53
New +$3.27K ﹤0.01% 2384

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

Pinnacle Wealth Planning Services's FLEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Flex (FLEX) stake by 83% in Q2 2026, buying an estimated $3.03K and bringing the position to 55 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Pinnacle Wealth Planning Services first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 55 shares of Flex worth $8.91K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 25 Flex shares in Q2 2026, an estimated $3.03K.
  • Flex made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2113 holding.
  • Pinnacle Wealth Planning Services first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.