Resonant Capital Advisors’s Flex FLEX Stock Holding History

Resonant Capital 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	$976K	Sell	6,025 -1,942	-24%	-$236K	0.05%	187
2026 Q1	$522K	Buy	7,967 +163	+2%	+$10.4K	0.03%	263
2025 Q4	$472K	Buy	7,804 +122	+2%	+$7.54K	0.03%	255
2025 Q3	$445K	Sell	7,682 -35	-0.5%	-$1.86K	0.03%	260
2025 Q2	$385K	Sell	7,717 -905	-10%	-$35.3K	0.02%	281
2025 Q1	$285K	Buy	8,622 +396	+5%	+$15.5K	0.02%	298
2024 Q4	$316K	Sell	8,226 -334	-4%	-$12.4K	0.02%	262
2024 Q3	$286K	Sell	8,560 -12	-0.1%	-$369	0.02%	289
2024 Q2	$253K	Sell	8,572 -55	-0.6%	-$1.65K	0.02%	303
2024 Q1	$247K	Sell	8,627 -1,915	-18%	-$50.2K	0.02%	299
2023 Q4	$242K	Buy	10,542 +75	+0.7%	+$1.5K	0.02%	262
2023 Q3	$213K	Hold	10,467	–	–	0.02%	255
2023 Q2	$218K	Buy	+10,467	New	+$187K	0.02%	249

Other funds holding FLEX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Resonant Capital Advisors's FLEX Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Flex (FLEX) stake by 24% in Q2 2026, selling an estimated $236K and leaving 6,025 shares worth $976K. The position accounts for 0.05% of the portfolio, ranked #187.

Resonant Capital Advisors first reported a position in FLEX in Q2 2023 and has held it in 13 quarters since. 515 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Resonant Capital Advisors held 6,025 shares of Flex worth $976K as of Q2 2026.
Resonant Capital Advisors sold 1,942 Flex shares in Q2 2026, an estimated $236K.
Flex made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #187 holding.
Resonant Capital Advisors first reported a position in Flex in Q2 2023 and has held it in 13 quarters since.
515 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.