True Link Financial Advisors’s Flex FLEX Stock Holding History

True Link 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 Q1	–	Sell	-12,758	Closed	-$771K	–	421
2025 Q4	$771K	Hold	12,758	–	–	0.05%	42
2025 Q3	$740K	Hold	12,758	–	–	0.05%	41
2025 Q2	$637K	Hold	12,758	–	–	0.04%	43
2025 Q1	$422K	Hold	12,758	–	–	0.03%	60
2024 Q4	$490K	Hold	12,758	–	–	0.04%	40
2024 Q3	$427K	Sell	12,758 -157	-1%	-$4.83K	0.04%	43
2024 Q2	$381K	Hold	12,915	–	–	0.04%	44
2024 Q1	$369K	Buy	+12,915	New	+$339K	0.04%	50
2021 Q2	–	Sell	-49,763	Closed	-$687K	–	724
2021 Q1	$687K	Hold	49,763	–	–	0.1%	87
2020 Q4	$674K	Buy	+49,763	New	+$575K	0.11%	85

Other funds holding FLEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Link Financial Advisors's FLEX Position: Q1 2026 in Review

True Link Financial Advisors sold out of Flex (FLEX) in Q1 2026, closing a stake of 12,758 shares — an estimated $771K sold.

True Link Financial Advisors first reported a position in FLEX in Q4 2020 and held it in 10 quarters. The position peaked at $771K in Q4 2025. 786 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

True Link Financial Advisors reported no remaining Flex position as of Q1 2026 after selling out during the quarter.
True Link Financial Advisors sold 12,758 Flex shares in Q1 2026, an estimated $771K.
True Link Financial Advisors first reported a position in Flex in Q4 2020 and held it in 10 quarters.
True Link Financial Advisors's Flex position peaked at $771K in Q4 2025.
786 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.