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TD Private Client Wealth’s Flex FLEX Stock Holding History

TD Private Client 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
Q1 		$534K Sell
8,159
-1,591
-16% -$102K 0.01% 482
2025
Q4 		$589K Sell
9,750
-7,623
-44% -$471K 0.01% 445
2025
Q3 		$1.01M Sell
17,373
-2,842
-14% -$151K 0.02% 360
2025
Q2 		$1.01M Sell
20,215
-911
-4% -$35.5K 0.02% 362
2025
Q1 		$699K Sell
21,126
-7,193
-25% -$282K 0.02% 391
2024
Q4 		$1.09M Sell
28,319
-516
-2% -$19.1K 0.03% 342
2024
Q3 		$964K Buy
28,835
+3,345
+13% +$103K 0.03% 369
2024
Q2 		$752K Buy
25,490
+9,375
+58% +$281K 0.02% 388
2024
Q1 		$461K Buy
16,115
+6,624
+70% +$174K 0.02% 461
2023
Q4 		$218K Buy
9,491
+315
+3% +$6.3K 0.01% 549
2023
Q3 		$187K Sell
9,176
-4,688
-34% -$95K 0.01% 556
2023
Q2 		$289K Sell
13,864
-1,170
-8% -$20.9K 0.01% 506
2023
Q1 		$261K Sell
15,034
-716
-5% -$12.4K 0.01% 512
2022
Q4 		$255K Sell
15,750
-4,560
-22% -$68.4K 0.01% 514
2022
Q3 		$255K Buy
20,310
+502
+3% +$6.42K 0.01% 494
2022
Q2 		$216K Buy
19,808
+3,251
+20% +$40.3K 0.01% 518
2022
Q1 		$231K Buy
16,557
+1,315
+9% +$16.8K 0.01% 523
2021
Q4 		$211K Sell
15,242
-232
-1% -$3.14K 0.01% 543
2021
Q3 		$206K Buy
15,474
+9,484
+158% +$127K 0.01% 523
2021
Q2 		$80.7K Buy
5,990
+1,714
+40% +$23.3K ﹤0.01% 648
2021
Q1 		$59K Buy
4,276
+3,559
+496% +$49K ﹤0.01% 682
2020
Q4 		$9.71K Buy
+717
New +$8.29K ﹤0.01% 848
2020
Q1 		– Sell
-743
Closed -$7.07K – 1098
2019
Q4 		$7.07K Buy
+743
New +$6.41K ﹤0.01% 788

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

TD Private Client Wealth's FLEX Position: Q1 2026 in Review

TD Private Client Wealth reduced its Flex (FLEX) stake by 16% in Q1 2026, selling an estimated $102K and leaving 8,159 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #482.

TD Private Client Wealth first reported a position in FLEX in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2024. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • TD Private Client Wealth held 8,159 shares of Flex worth $534K as of Q1 2026.
  • TD Private Client Wealth sold 1,591 Flex shares in Q1 2026, an estimated $102K.
  • Flex made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #482 holding.
  • TD Private Client Wealth first reported a position in Flex in Q4 2019 and has held it in 23 quarters since.
  • TD Private Client Wealth's Flex position peaked at $1.09M in Q4 2024.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.