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SVB Wealth’s Flex FLEX Stock Holding History

SVB Wealth’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 		$528K Sell
3,255
-223
-6% -$27K 0.03% 266
2026
Q1 		$228K Sell
3,478
-121
-3% -$7.74K 0.02% 356
2025
Q4 		$217K Sell
3,599
-465
-11% -$28.7K 0.01% 380
2025
Q3 		$236K Sell
4,064
-178
-4% -$9.46K 0.01% 386
2025
Q2 		$212K Sell
4,242
-1,025
-19% -$39.9K 0.01% 405
2025
Q1 		$174K Sell
5,267
-9,974
-65% -$391K 0.01% 329
2024
Q4 		$585K Buy
+15,241
New +$564K 0.01% 400
2024
Q3 		– Sell
-15,629
Closed -$461K – 225
2024
Q2 		$461K Sell
15,629
-229
-1% -$6.86K 0.01% 435
2024
Q1 		$454K Buy
+15,858
New +$416K 0.01% 505
2023
Q4 		– Sell
-23,995
Closed -$488K – 900
2023
Q3 		$488K Sell
23,995
-748
-3% -$15.2K 0.01% 468
2023
Q2 		$515K Sell
24,743
-4,204
-15% -$75K 0.01% 479
2023
Q1 		$502K Sell
28,947
-1,800
-6% -$31.1K 0.01% 533
2022
Q4 		$497K Buy
30,747
+10,274
+50% +$154K 0.01% 564
2022
Q3 		$256K Buy
20,473
+1,413
+7% +$18.1K ﹤0.01% 747
2022
Q2 		$207K Buy
19,060
+2,510
+15% +$31.1K ﹤0.01% 672
2022
Q1 		$232K Buy
16,550
+967
+6% +$12.4K ﹤0.01% 659
2021
Q4 		$215K Sell
15,583
-105,084
-87% -$1.42M ﹤0.01% 681
2021
Q3 		$1.61M Buy
120,667
+62,572
+108% +$841K 0.02% 296
2021
Q2 		$782K Buy
58,095
+13,067
+29% +$178K 0.01% 451
2021
Q1 		$622K Buy
45,028
+21,003
+87% +$289K 0.01% 465
2020
Q4 		$325K Buy
+24,025
New +$278K ﹤0.01% 597

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

SVB Wealth's FLEX Position: Q2 2026 in Review

SVB Wealth reduced its Flex (FLEX) stake by 6.4% in Q2 2026, selling an estimated $27K and leaving 3,255 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #266.

SVB Wealth first reported a position in FLEX in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.61M in Q3 2021. 1,117 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • SVB Wealth held 3,255 shares of Flex worth $528K as of Q2 2026.
  • SVB Wealth sold 223 Flex shares in Q2 2026, an estimated $27K.
  • Flex made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #266 holding.
  • SVB Wealth first reported a position in Flex in Q4 2020 and has held it in 21 quarters since.
  • SVB Wealth's Flex position peaked at $1.61M in Q3 2021.
  • 1,117 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.