Roehl & Yi Investment Advisors’s Flex FLEX Stock Holding History

Roehl & Yi Investment 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	$391K	Buy	+2,415	New	+$293K	0.13%	128

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

Roehl & Yi Investment Advisors's FLEX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Flex (FLEX) in Q2 2026: 2,415 shares worth $391K. The stake represents 0.13% of the portfolio and ranks #128 among its holdings.

1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Roehl & Yi Investment Advisors held 2,415 shares of Flex worth $391K as of Q2 2026.
Flex was a new Roehl & Yi Investment Advisors position in Q2 2026.
Flex made up 0.13% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #128 holding.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.