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SageGuard Financial Group’s Flex FLEX Stock Holding History

SageGuard Financial Group’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 		$750K Hold
4,626
– – 0.11% 118
2026
Q1 		$303K Hold
4,626
– – 0.05% 158
2025
Q4 		$280K Buy
+4,626
New +$286K 0.04% 146

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

SageGuard Financial Group's FLEX Position: Q2 2026 in Review

SageGuard Financial Group held its Flex (FLEX) position steady in Q2 2026 at 4,626 shares worth $750K. The position accounts for 0.11% of the portfolio, ranked #118.

SageGuard Financial Group first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • SageGuard Financial Group held 4,626 shares of Flex worth $750K as of Q2 2026.
  • SageGuard Financial Group left its Flex share count unchanged in Q2 2026.
  • Flex made up 0.11% of SageGuard Financial Group's portfolio in Q2 2026, its #118 holding.
  • SageGuard Financial Group first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.