TAFW
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Tred Avon Family Wealth’s Flex FLEX Stock Holding History

Tred Avon Family 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 		$272K Buy
4,160
+340
+9% +$21.7K 0.09% 231
2025
Q4 		$231K Sell
3,820
-1,450
-28% -$89.6K 0.08% 237
2025
Q3 		$306K Buy
+5,270
New +$280K 0.1% 207

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 $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tred Avon Family Wealth's FLEX Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Flex (FLEX) stake by 8.9% in Q1 2026, buying an estimated $21.7K and bringing the position to 4,160 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #231.

Tred Avon Family Wealth first reported a position in FLEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $306K in Q3 2025. 784 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Tred Avon Family Wealth held 4,160 shares of Flex worth $272K as of Q1 2026.
  • Tred Avon Family Wealth bought 340 Flex shares in Q1 2026, an estimated $21.7K.
  • Flex made up 0.09% of Tred Avon Family Wealth's portfolio in Q1 2026, its #231 holding.
  • Tred Avon Family Wealth first reported a position in Flex in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Flex position peaked at $306K in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.