Sowell Financial Services’s Flex FLEX Stock Holding History

Sowell Financial Services’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	$1.51M	Sell	9,334 -3,748	-29%	-$455K	0.05%	370
2026 Q1	$856K	Sell	13,082 -349	-3%	-$22.3K	0.03%	475
2025 Q4	$812K	Sell	13,431 -11,460	-46%	-$708K	0.03%	496
2025 Q3	$1.44M	Buy	24,891 +17,128	+221%	+$910K	0.06%	346
2025 Q2	$388K	Buy	7,763 +313	+4%	+$12.2K	0.02%	688
2025 Q1	$246K	Buy	+7,450	New	+$292K	0.01%	852
2021 Q2	–	Sell	-3,965	Closed	-$54K	–	1278
2021 Q1	$54K	Buy	3,965 +2,029	+105%	+$28K	﹤0.01%	1620
2020 Q4	$26K	Buy	1,936 +1,802	+1,345%	+$20.8K	﹤0.01%	1629
2020 Q3	$1K	Hold	134	–	–	﹤0.01%	2360
2020 Q2	$1K	Hold	134	–	–	﹤0.01%	2290
2020 Q1	$1K	Hold	134	–	–	﹤0.01%	2234
2019 Q4	$1K	Hold	134	–	–	﹤0.01%	2333
2019 Q3	$1K	Buy	+134	New	+$1.03K	﹤0.01%	2231

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

Sowell Financial Services's FLEX Position: Q2 2026 in Review

Sowell Financial Services reduced its Flex (FLEX) stake by 29% in Q2 2026, selling an estimated $455K and leaving 9,334 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #370.

Sowell Financial Services first reported a position in FLEX in Q3 2019 and has held it in 13 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Sowell Financial Services held 9,334 shares of Flex worth $1.51M as of Q2 2026.
Sowell Financial Services sold 3,748 Flex shares in Q2 2026, an estimated $455K.
Flex made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #370 holding.
Sowell Financial Services first reported a position in Flex in Q3 2019 and has held it in 13 quarters since.
1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.