PMFA
FLEX icon

Plante Moran Financial Advisors’s Flex FLEX Stock Holding History

Plante Moran Financial 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 		$14.9K Hold
92
– – ﹤0.01% 506
2026
Q1 		$6.02K Hold
92
– – ﹤0.01% 553
2025
Q4 		$5.56K Hold
92
– – ﹤0.01% 631
2025
Q3 		$5.33K Buy
+92
New +$4.89K ﹤0.01% 603
2025
Q1 		– Sell
-101
Closed -$3.88K – 852
2024
Q4 		$3.88K Buy
+101
New +$3.74K ﹤0.01% 724
2015
Q3 		– Sell
-53
Closed – – 715
2015
Q2 		$0 Hold
53
– – ﹤0.01% 728
2015
Q1 		$1K Hold
53
– – ﹤0.01% 690
2014
Q4 		$0 Hold
53
– – ﹤0.01% 820
2014
Q3 		$0 Hold
53
– – ﹤0.01% 807
2014
Q2 		$0 Buy
+53
New +$399 ﹤0.01% 836

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

Plante Moran Financial Advisors's FLEX Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Flex (FLEX) position steady in Q2 2026 at 92 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Plante Moran Financial Advisors first reported a position in FLEX in Q2 2014 and has held it in 10 quarters since. 1,115 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Plante Moran Financial Advisors held 92 shares of Flex worth $14.9K as of Q2 2026.
  • Plante Moran Financial Advisors left its Flex share count unchanged in Q2 2026.
  • Flex made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #506 holding.
  • Plante Moran Financial Advisors first reported a position in Flex in Q2 2014 and has held it in 10 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.