UFPG
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United Financial Planning Group’s Flex FLEX Stock Holding History

United Financial Planning Group’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 		$27.2K Buy
+168
New +$20.4K 0.01% 141
2026
Q1 		– Sell
-168
Closed -$10.2K – 522
2025
Q4 		$10.2K Buy
+168
New +$10.4K 0.01% 203

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 $3.38T AUM 44.17% 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 Financial Planning Group's FLEX Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Flex (FLEX) in Q2 2026: 168 shares worth $27.2K. The stake represents 0.01% of the portfolio and ranks #141 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in FLEX as recently as Q4 2025.

United Financial Planning Group first reported a position in FLEX in Q4 2025 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • United Financial Planning Group held 168 shares of Flex worth $27.2K as of Q2 2026.
  • Flex was a new United Financial Planning Group position in Q2 2026.
  • Flex made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #141 holding.
  • United Financial Planning Group first reported a position in Flex in Q4 2025 and has held it in 2 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.