PWG
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Portside Wealth Group’s Flex FLEX Stock Holding History

Portside Wealth Group’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 		$224K Buy
+1,382
New +$168K 0.03% 468

Other funds holding FLEX

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Portside Wealth Group's FLEX Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Flex (FLEX) in Q2 2026: 1,382 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #468 among its holdings.

126 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Portside Wealth Group held 1,382 shares of Flex worth $224K as of Q2 2026.
  • Flex was a new Portside Wealth Group position in Q2 2026.
  • Flex made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #468 holding.
  • 126 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.