Root Financial Partners
FLEX icon

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
Q3 		$124K Sell
1,128
-144
-11% -$17.1K ﹤0.01% 633
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Root Financial Partners's FLEX Position: Q3 2026 in Review

Root Financial Partners reduced its Flex (FLEX) stake by 11% in Q3 2026, selling an estimated $17.1K and leaving 1,128 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Root Financial Partners first reported a position in FLEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $206K in Q2 2026. 831 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Root Financial Partners held 1,128 shares of Flex worth $124K as of Q3 2026.
  • Root Financial Partners sold 144 Flex shares in Q3 2026, an estimated $17.1K.
  • Flex made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #633 holding.
  • Root Financial Partners first reported a position in Flex in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Flex position peaked at $206K in Q2 2026.
  • 831 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.