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Sequoia Financial Advisors’s Flex FLEX Stock Holding History

Sequoia Financial Advisors’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 		$29M Buy
178,753
+1,256
+0.7% +$152K 0.14% 109
2026
Q1 		$11.6M Buy
177,497
+4,220
+2% +$270K 0.07% 188
2025
Q4 		$10.5M Buy
173,277
+19,270
+13% +$1.19M 0.06% 202
2025
Q3 		$8.93M Buy
154,007
+12,858
+9% +$683K 0.05% 213
2025
Q2 		$7.05M Buy
141,149
+33,436
+31% +$1.3M 0.05% 220
2025
Q1 		$3.56M Buy
107,713
+7,637
+8% +$299K 0.03% 324
2024
Q4 		$3.84M Buy
100,076
+5,348
+6% +$198K 0.04% 292
2024
Q3 		$3.17M Buy
94,728
+2,573
+3% +$79.1K 0.03% 282
2024
Q2 		$2.72M Buy
92,155
+3,302
+4% +$98.9K 0.03% 267
2024
Q1 		$2.54M Sell
88,853
-33,263
-27% -$872K 0.03% 289
2023
Q4 		$2.8M Buy
+122,116
New +$2.44M 0.03% 290
2014
Q3 		– Sell
-14,708
Closed -$123K – 169
2014
Q2 		$123K Hold
14,708
– – 0.09% 155
2014
Q1 		$102K Buy
14,708
+294
+2% +$1.9K 0.08% 154
2013
Q4 		$84K Buy
+14,414
New +$87.5K 0.07% 148

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

Sequoia Financial Advisors's FLEX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Flex (FLEX) stake by 0.71% in Q2 2026, buying an estimated $152K and bringing the position to 178,753 shares worth $29M. The position accounts for 0.14% of the portfolio, ranked #109.

Sequoia Financial Advisors first reported a position in FLEX in Q4 2013 and has held it in 14 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Sequoia Financial Advisors held 178,753 shares of Flex worth $29M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,256 Flex shares in Q2 2026, an estimated $152K.
  • Flex made up 0.14% of Sequoia Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Sequoia Financial Advisors first reported a position in Flex in Q4 2013 and has held it in 14 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.