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Root Financial Partners’s Flex FLEX Stock Holding History

Root Financial Partners’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 		$206K Buy
1,272
+98
+8% +$11.9K 0.01% 390
2026
Q1 		$76.8K Buy
1,174
+284
+32% +$18.2K ﹤0.01% 678
2025
Q4 		$53.8K Sell
890
-88
-9% -$5.44K ﹤0.01% 679
2025
Q3 		$56.7K Buy
+978
New +$52K ﹤0.01% 630

Other funds holding FLEX

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Root Financial Partners's FLEX Position: Q2 2026 in Review

Root Financial Partners increased its Flex (FLEX) stake by 8.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,272 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #390.

Root Financial Partners first reported a position in FLEX in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Root Financial Partners held 1,272 shares of Flex worth $206K as of Q2 2026.
  • Root Financial Partners bought 98 Flex shares in Q2 2026, an estimated $11.9K.
  • Flex made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #390 holding.
  • Root Financial Partners first reported a position in Flex in Q3 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.