Sigma Planning Corp’s Flex FLEX Stock Holding History

Sigma Planning Corp’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	$1.42M	Buy	21,729 +9,764	+82%	+$624K	0.04%	441
2025 Q4	$723K	Buy	+11,965	New	+$739K	0.02%	654

Other funds holding FLEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sigma Planning Corp's FLEX Position: Q1 2026 in Review

Sigma Planning Corp increased its Flex (FLEX) stake by 82% in Q1 2026, buying an estimated $624K and bringing the position to 21,729 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #441.

Sigma Planning Corp first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

Sigma Planning Corp held 21,729 shares of Flex worth $1.42M as of Q1 2026.
Sigma Planning Corp bought 9,764 Flex shares in Q1 2026, an estimated $624K.
Flex made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #441 holding.
Sigma Planning Corp first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.