Williams Jones Wealth Management’s Flex FLEX Stock Holding History

Williams Jones Wealth 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	$12.2M	Buy	+75,157	New	+$9.12M	0.14%	95

Other funds holding FLEX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CPC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Williams Jones Wealth Management's FLEX Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Flex (FLEX) in Q2 2026: 75,157 shares worth $12.2M. The stake represents 0.14% of the portfolio and ranks #95 among its holdings.

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

Williams Jones Wealth Management held 75,157 shares of Flex worth $12.2M as of Q2 2026.
Flex was a new Williams Jones Wealth Management position in Q2 2026.
Flex made up 0.14% of Williams Jones Wealth Management's portfolio in Q2 2026, its #95 holding.
488 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.