Rise Advisors’s Flex FLEX Stock Holding History

Rise 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
2025 Q4	–	Sell	-754	Closed	-$43.7K	–	589
2025 Q3	$43.7K	Hold	754	–	–	0.02%	280
2025 Q2	$37.6K	Hold	754	–	–	0.01%	295
2025 Q1	$24.9K	Buy	+754	New	+$29.5K	0.01%	400

Other funds holding FLEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Rise Advisors's FLEX Position: Q4 2025 in Review

Rise Advisors sold out of Flex (FLEX) in Q4 2025, closing a stake of 754 shares — an estimated $43.7K sold.

Rise Advisors first reported a position in FLEX in Q1 2025 and held it in 3 quarters. The position peaked at $43.7K in Q3 2025. 766 funds tracked by Wall St. Rank hold FLEX as of Q4 2025.

Rise Advisors reported no remaining Flex position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 754 Flex shares in Q4 2025, an estimated $43.7K.
Rise Advisors first reported a position in Flex in Q1 2025 and held it in 3 quarters.
Rise Advisors's Flex position peaked at $43.7K in Q3 2025.
766 funds tracked by Wall St. Rank held Flex as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.