Wayfinding Financial’s Flex FLEX Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-657	Closed	-$21K	–	351
2025 Q1	$21K	Buy	+657	New	+$25.7K	0.01%	544

Other funds holding FLEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wayfinding Financial's FLEX Position: Q2 2025 in Review

Wayfinding Financial sold out of Flex (FLEX) in Q2 2025, closing a stake of 657 shares — an estimated $21K sold.

Wayfinding Financial first reported a position in FLEX in Q1 2025 and held it in 1 quarter. The position peaked at $21K in Q1 2025. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

Wayfinding Financial reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 657 Flex shares in Q2 2025, an estimated $21K.
Wayfinding Financial first reported a position in Flex in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Flex position peaked at $21K in Q1 2025.
647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.