UCFA
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United Capital Financial Advisors’s Flex FLEX Stock Holding History

United Capital 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 		$3.15M Sell
19,428
-3,884
-17% -$471K 0.02% 480
2026
Q1 		$1.53M Sell
23,312
-1,617
-6% -$103K 0.01% 627
2025
Q4 		$1.51M Buy
24,929
+574
+2% +$35.5K 0.01% 613
2025
Q3 		$1.41M Buy
+24,355
New +$1.29M 0.01% 550
2016
Q1 		– Sell
-108,871
Closed -$920K – 1230
2015
Q4 		$920K Buy
+108,871
New +$920K 0.01% 718

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

United Capital Financial Advisors's FLEX Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Flex (FLEX) stake by 17% in Q2 2026, selling an estimated $471K and leaving 19,428 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #480.

United Capital Financial Advisors first reported a position in FLEX in Q4 2015 and has held it in 5 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • United Capital Financial Advisors held 19,428 shares of Flex worth $3.15M as of Q2 2026.
  • United Capital Financial Advisors sold 3,884 Flex shares in Q2 2026, an estimated $471K.
  • Flex made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #480 holding.
  • United Capital Financial Advisors first reported a position in Flex in Q4 2015 and has held it in 5 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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