Quantum Financial Advisors’s Flex FLEX Stock Holding History

Quantum 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	$891K	Hold	5,499	–	–	0.09%	85
2026 Q1	$360K	Hold	5,499	–	–	0.04%	141
2025 Q4	$332K	Buy	5,499 +3	+0.1%	+$185	0.04%	148
2025 Q3	$319K	Hold	5,496	–	–	0.04%	136
2025 Q2	$274K	Buy	+5,496	New	+$214K	0.04%	143
2025 Q1	–	Sell	-5,654	Closed	-$217K	–	187
2024 Q4	$217K	Sell	5,654 -669	-11%	-$24.8K	0.03%	169
2024 Q3	$211K	Buy	+6,323	New	+$194K	0.03%	174

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Quantum Financial Advisors's FLEX Position: Q2 2026 in Review

Quantum Financial Advisors held its Flex (FLEX) position steady in Q2 2026 at 5,499 shares worth $891K. The position accounts for 0.09% of the portfolio, ranked #85.

Quantum Financial Advisors first reported a position in FLEX in Q3 2024 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Quantum Financial Advisors held 5,499 shares of Flex worth $891K as of Q2 2026.
Quantum Financial Advisors left its Flex share count unchanged in Q2 2026.
Flex made up 0.09% of Quantum Financial Advisors's portfolio in Q2 2026, its #85 holding.
Quantum Financial Advisors first reported a position in Flex in Q3 2024 and has held it in 7 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.