SAG
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SageView Advisory Group’s Flex FLEX Stock Holding History

SageView Advisory 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 		$219K Buy
+1,351
New +$164K 0.01% 587
2026
Q1 		– Sell
-394
Closed -$23.8K – 1225
2025
Q4 		$23.8K Buy
+394
New +$24.3K ﹤0.01% 1377

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SageView Advisory Group's FLEX Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Flex (FLEX) in Q2 2026: 1,351 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in FLEX as recently as Q4 2025.

SageView Advisory Group first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • SageView Advisory Group held 1,351 shares of Flex worth $219K as of Q2 2026.
  • Flex was a new SageView Advisory Group position in Q2 2026.
  • Flex made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #587 holding.
  • SageView Advisory Group first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.