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 Q2	$1.89M	Sell	11,680 -10,049	-46%	-$1.22M	0.05%	382
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sigma Planning Corp's FLEX Position: Q2 2026 in Review

Sigma Planning Corp reduced its Flex (FLEX) stake by 46% in Q2 2026, selling an estimated $1.22M and leaving 11,680 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #382.

Sigma Planning Corp first reported a position in FLEX in Q4 2025 and has held it in 3 quarters since. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Sigma Planning Corp held 11,680 shares of Flex worth $1.89M as of Q2 2026.
Sigma Planning Corp sold 10,049 Flex shares in Q2 2026, an estimated $1.22M.
Flex made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #382 holding.
Sigma Planning Corp first reported a position in Flex in Q4 2025 and has held it in 3 quarters since.
1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.