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Wedmont Private Capital’s Flex FLEX Stock Holding History

Wedmont Private 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 		$305K Buy
2,659
+645
+32% +$76.4K 0.01% 772
2026
Q2 		$274K Buy
+2,014
New +$244K 0.01% 778

Other funds holding FLEX

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
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
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 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

Wedmont Private Capital's FLEX Position: Q3 2026 in Review

Wedmont Private Capital increased its Flex (FLEX) stake by 32% in Q3 2026, buying an estimated $76.4K and bringing the position to 2,659 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #772.

Wedmont Private Capital first reported a position in FLEX in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Wedmont Private Capital held 2,659 shares of Flex worth $305K as of Q3 2026.
  • Wedmont Private Capital bought 645 Flex shares in Q3 2026, an estimated $76.4K.
  • Flex made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #772 holding.
  • Wedmont Private Capital first reported a position in Flex in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.