WealthPlan Investment Management’s Flex FLEX Stock Holding History

WealthPlan Investment Management’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	$356K	Buy	+2,196	New	+$266K	0.02%	377

Other funds holding FLEX

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

WealthPlan Investment Management's FLEX Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Flex (FLEX) in Q2 2026: 2,196 shares worth $356K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings.

316 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

WealthPlan Investment Management held 2,196 shares of Flex worth $356K as of Q2 2026.
Flex was a new WealthPlan Investment Management position in Q2 2026.
Flex made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #377 holding.
316 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.