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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
Q2 		– Sell
-443
Closed -$29K – 931
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 $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

Twin Peaks Wealth Advisors's FLEX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Flex (FLEX) in Q2 2026, closing a stake of 443 shares — an estimated $29K sold.

Twin Peaks Wealth Advisors first reported a position in FLEX in Q2 2025 and held it in 2 quarters. The position peaked at $29K in Q1 2026. 1,121 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 443 Flex shares in Q2 2026, an estimated $29K.
  • Twin Peaks Wealth Advisors first reported a position in Flex in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Flex position peaked at $29K in Q1 2026.
  • 1,121 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.