PFS
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Prospera Financial Services’s Flex FLEX Stock Holding History

Prospera Financial 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 		$385K Sell
2,378
-1,770
-43% -$215K 0.01% 1145
2026
Q1 		$271K Buy
+4,148
New +$265K ﹤0.01% 1240
2018
Q3 		– Sell
-16,902
Closed -$181K – 423
2018
Q2 		$181K Buy
16,902
+66
+0.4% +$741 0.02% 435
2018
Q1 		$208K Buy
+16,836
New +$230K 0.03% 411

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

Prospera Financial Services's FLEX Position: Q2 2026 in Review

Prospera Financial Services reduced its Flex (FLEX) stake by 43% in Q2 2026, selling an estimated $215K and leaving 2,378 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1145.

Prospera Financial Services first reported a position in FLEX in Q1 2018 and has held it in 4 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Prospera Financial Services held 2,378 shares of Flex worth $385K as of Q2 2026.
  • Prospera Financial Services sold 1,770 Flex shares in Q2 2026, an estimated $215K.
  • Flex made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1145 holding.
  • Prospera Financial Services first reported a position in Flex in Q1 2018 and has held it in 4 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.