Samalin Investment Counsel’s Flex FLEX Stock Holding History

Samalin Investment Counsel’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	$765K	Sell	4,722 -7,227	-60%	-$876K	0.24%	98
2026 Q1	$782K	Buy	11,949 +289	+2%	+$18.5K	0.28%	101
2025 Q4	$705K	Sell	11,660 -2,273	-16%	-$140K	0.25%	117
2025 Q3	$808K	Sell	13,933 -1,890	-12%	-$100K	0.28%	104
2025 Q2	$790K	Sell	15,823 -250	-2%	-$9.74K	0.3%	92
2025 Q1	$532K	Sell	16,073 -5,982	-27%	-$234K	0.22%	147
2024 Q4	$847K	Buy	22,055 +3,801	+21%	+$141K	0.36%	78
2024 Q3	$610K	Buy	18,254 +189	+1%	+$5.81K	0.27%	115
2024 Q2	$533K	Buy	18,065 +284	+2%	+$8.5K	0.25%	130
2024 Q1	$509K	Buy	+17,781	New	+$466K	0.24%	133

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Samalin Investment Counsel's FLEX Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Flex (FLEX) stake by 60% in Q2 2026, selling an estimated $876K and leaving 4,722 shares worth $765K. The position accounts for 0.24% of the portfolio, ranked #98.

Samalin Investment Counsel first reported a position in FLEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $847K in Q4 2024. 346 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Samalin Investment Counsel held 4,722 shares of Flex worth $765K as of Q2 2026.
Samalin Investment Counsel sold 7,227 Flex shares in Q2 2026, an estimated $876K.
Flex made up 0.24% of Samalin Investment Counsel's portfolio in Q2 2026, its #98 holding.
Samalin Investment Counsel first reported a position in Flex in Q1 2024 and has held it in 10 quarters since.
Samalin Investment Counsel's Flex position peaked at $847K in Q4 2024.
346 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.