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Summit Trail Advisors’s Flex FLEX Stock Holding History

Summit Trail 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
Q1 		$1.44M Buy
22,045
+9,292
+73% +$594K 0.02% 746
2025
Q4 		$771K Buy
12,753
+8,984
+238% +$555K 0.01% 941
2025
Q3 		$218K Buy
+3,769
New +$200K ﹤0.01% 1275
2018
Q1 		– Sell
-33,030
Closed -$448K – 862
2017
Q4 		$448K Buy
+33,030
New +$447K 0.06% 244

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

Summit Trail Advisors's FLEX Position: Q1 2026 in Review

Summit Trail Advisors increased its Flex (FLEX) stake by 73% in Q1 2026, buying an estimated $594K and bringing the position to 22,045 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #746.

Summit Trail Advisors first reported a position in FLEX in Q4 2017 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Summit Trail Advisors held 22,045 shares of Flex worth $1.44M as of Q1 2026.
  • Summit Trail Advisors bought 9,292 Flex shares in Q1 2026, an estimated $594K.
  • Flex made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #746 holding.
  • Summit Trail Advisors first reported a position in Flex in Q4 2017 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.