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Twin Peaks Wealth Advisors’s Flex FLEX Stock Holding History

Twin Peaks Wealth 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 		$29K Buy
+443
New +$28.3K 0.01% 587
2025
Q3 		– Sell
-361
Closed -$18.7K – 855
2025
Q2 		$18.7K Buy
+361
New +$14.1K 0.01% 627

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

Twin Peaks Wealth Advisors's FLEX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Flex (FLEX) in Q1 2026: 443 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FLEX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FLEX in Q2 2025 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 443 shares of Flex worth $29K as of Q1 2026.
  • Flex was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Flex made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #587 holding.
  • Twin Peaks Wealth Advisors first reported a position in Flex in Q2 2025 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.