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Sargent Investment Group’s Flex FLEX Stock Holding History

Sargent Investment 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
Q1 		$263K Buy
4,025
+25
+0.6% +$1.6K 0.03% 218
2025
Q4 		$242K Buy
+4,000
New +$247K 0.03% 229

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sargent Investment Group's FLEX Position: Q1 2026 in Review

Sargent Investment Group increased its Flex (FLEX) stake by 0.63% in Q1 2026, buying an estimated $1.6K and bringing the position to 4,025 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #218.

Sargent Investment Group first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Sargent Investment Group held 4,025 shares of Flex worth $263K as of Q1 2026.
  • Sargent Investment Group bought 25 Flex shares in Q1 2026, an estimated $1.6K.
  • Flex made up 0.03% of Sargent Investment Group's portfolio in Q1 2026, its #218 holding.
  • Sargent Investment Group first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.