WFA
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Wellspring Financial Advisors’s Flex FLEX Stock Holding History

Wellspring Financial Advisors’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 		$498K Buy
+3,072
New +$373K 0.03% 168

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)
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
Mirae Asset Global Investments
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
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Wellspring Financial Advisors's FLEX Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Flex (FLEX) in Q2 2026: 3,072 shares worth $498K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

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

  • Wellspring Financial Advisors held 3,072 shares of Flex worth $498K as of Q2 2026.
  • Flex was a new Wellspring Financial Advisors position in Q2 2026.
  • Flex made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #168 holding.
  • 257 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.