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Transamerica Financial Advisors’s Flex FLEX Stock Holding History

Transamerica Financial 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
Q2 		$12M Buy
74,165
+72,359
+4,007% +$8.78M 1.02% 23
2026
Q1 		$118K Buy
1,806
+965
+115% +$61.7K 0.01% 491
2025
Q4 		$50.8K Buy
841
+528
+169% +$32.6K ﹤0.01% 546
2025
Q3 		$18.1K Buy
+313
New +$16.6K ﹤0.01% 625
2024
Q3 		– Sell
-122
Closed -$4K – 612
2024
Q2 		$4K Hold
122
– – ﹤0.01% 352
2024
Q1 		$4K Buy
+122
New +$3.2K ﹤0.01% 385
2016
Q2 		– Sell
-37,091
Closed -$338K – 502
2016
Q1 		$338K Buy
+37,091
New +$298K 0.03% 260

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

Transamerica Financial Advisors's FLEX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Flex (FLEX) stake by 4,007% in Q2 2026, buying an estimated $8.78M and bringing the position to 74,165 shares worth $12M. The position accounts for 1.02% of the portfolio, ranked #23.

Transamerica Financial Advisors first reported a position in FLEX in Q1 2016 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Transamerica Financial Advisors held 74,165 shares of Flex worth $12M as of Q2 2026.
  • Transamerica Financial Advisors bought 72,359 Flex shares in Q2 2026, an estimated $8.78M.
  • Flex made up 1.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Transamerica Financial Advisors first reported a position in Flex in Q1 2016 and has held it in 7 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.