Toth Financial Advisory’s Flex FLEX Stock Holding History

Toth Financial Advisory’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	$3.24K	Hold	20	–	–	﹤0.01%	696
2026 Q1	$1.31K	Buy	+20	New	+$1.28K	﹤0.01%	770
2024 Q1	–	Sell	-1,261	Closed	-$28.9K	–	739
2023 Q4	$28.9K	Sell	1,261 -597	-32%	-$11.9K	﹤0.01%	345
2023 Q3	$37.8K	Sell	1,858 -531	-22%	-$10.8K	0.01%	297
2023 Q2	$49.8K	Hold	2,389	–	–	0.01%	271
2023 Q1	$41.4K	Hold	2,389	–	–	0.01%	294
2022 Q4	$38.6K	Hold	2,389	–	–	0.01%	303
2022 Q3	$30K	Buy	+2,389	New	+$30.5K	0.01%	329
2020 Q2	–	Sell	-6,171	Closed	-$39K	–	559
2020 Q1	$39K	Sell	6,171 -57,658	-90%	-$499K	0.01%	191
2019 Q4	$607K	Buy	+63,829	New	+$550K	0.12%	112
2018 Q3	–	Sell	-12,341	Closed	-$131K	–	438
2018 Q2	$131K	Sell	12,341 -8,891	-42%	-$99.8K	0.03%	162
2018 Q1	$261K	Sell	21,232 -398	-2%	-$5.43K	0.06%	142
2017 Q4	$293K	Sell	21,630 -2,920	-12%	-$39.5K	0.07%	132
2017 Q3	$307K	Sell	24,550 -62,114	-72%	-$765K	0.08%	129
2017 Q2	$1.06M	Sell	86,664 -3,669	-4%	-$45.4K	0.28%	82
2017 Q1	$1.14M	Buy	90,333 +9,959	+12%	+$119K	0.3%	82
2016 Q4	$870K	Buy	80,374 +59,629	+287%	+$637K	0.25%	91
2016 Q3	$213K	Buy	20,745 +206	+1%	+$2K	0.06%	117
2016 Q2	$183K	Buy	20,539 +2,282	+12%	+$21.3K	0.06%	115
2016 Q1	$166K	Hold	18,257	–	–	0.05%	107
2015 Q4	$154K	Sell	18,257 -1,161	-6%	-$9.81K	0.05%	108
2015 Q3	$154K	Sell	19,418 -5,514	-22%	-$44.8K	0.06%	107
2015 Q2	$212K	Sell	24,932 -58,009	-70%	-$534K	0.07%	117
2015 Q1	$792K	Sell	82,941 -545	-0.7%	-$4.78K	0.27%	74
2014 Q4	$703K	Buy	83,486 +59,258	+245%	+$469K	0.24%	76
2014 Q3	$188K	Buy	24,228 +630	+3%	+$5.15K	0.07%	109
2014 Q2	$197K	Sell	23,598 -212	-0.9%	-$1.6K	0.07%	106
2014 Q1	$166K	Sell	23,810 -6,343	-21%	-$41K	0.07%	108
2013 Q4	$177K	Sell	30,153 -61,916	-67%	-$376K	0.08%	105
2013 Q3	$631K	Buy	92,069 +58,322	+173%	+$384K	0.3%	67
2013 Q2	$197K	Buy	+33,747	New	+$183K	0.1%	100

Other funds holding FLEX

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Toth Financial Advisory's FLEX Position: Q2 2026 in Review

Toth Financial Advisory held its Flex (FLEX) position steady in Q2 2026 at 20 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Toth Financial Advisory first reported a position in FLEX in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.14M in Q1 2017. 126 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

Toth Financial Advisory held 20 shares of Flex worth $3.24K as of Q2 2026.
Toth Financial Advisory left its Flex share count unchanged in Q2 2026.
Flex made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #696 holding.
Toth Financial Advisory first reported a position in Flex in Q2 2013 and has held it in 31 quarters since.
Toth Financial Advisory's Flex position peaked at $1.14M in Q1 2017.
126 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.