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Veracity Capital’s Flex FLEX Stock Holding History

Veracity Capital’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
Q3 		$1.29M Sell
11,696
-207
-2% -$24.5K 0.35% 48
2026
Q2 		$1.93M Sell
11,903
-2,014
-14% -$244K 0.52% 34
2026
Q1 		$911K Sell
13,917
-2,047
-13% -$131K 0.33% 64
2025
Q4 		$965K Sell
15,964
-719
-4% -$44.4K 0.28% 69
2025
Q3 		$967K Buy
16,683
+1,268
+8% +$67.4K 0.31% 64
2025
Q2 		$770K Sell
15,415
-1,314
-8% -$51.2K 0.26% 83
2025
Q1 		$553K Sell
16,729
-141
-0.8% -$5.52K 0.21% 113
2024
Q4 		$648K Buy
16,870
+1,644
+11% +$60.8K 0.23% 98
2024
Q3 		$509K Buy
15,226
+2,102
+16% +$64.6K 0.19% 114
2024
Q2 		$387K Buy
13,124
+1,860
+17% +$55.7K 0.16% 133
2024
Q1 		$322K Buy
11,264
+312
+3% +$8.18K 0.13% 157
2023
Q4 		$251K Buy
10,952
+795
+8% +$15.9K 0.1% 175
2023
Q3 		$207K Buy
10,157
+183
+2% +$3.71K 0.1% 186
2023
Q2 		$208K Buy
+9,974
New +$178K 0.09% 205

Other funds holding FLEX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

Veracity Capital's FLEX Position: Q3 2026 in Review

Veracity Capital reduced its Flex (FLEX) stake by 1.7% in Q3 2026, selling an estimated $24.5K and leaving 11,696 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #48.

Veracity Capital first reported a position in FLEX in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.93M in Q2 2026. 23 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Veracity Capital held 11,696 shares of Flex worth $1.29M as of Q3 2026.
  • Veracity Capital sold 207 Flex shares in Q3 2026, an estimated $24.5K.
  • Flex made up 0.35% of Veracity Capital's portfolio in Q3 2026, its #48 holding.
  • Veracity Capital first reported a position in Flex in Q2 2023 and has held it in 14 quarters since.
  • Veracity Capital's Flex position peaked at $1.93M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.