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James T. Borello RIA’s Flex FLEX Stock Holding History

James T. Borello RIA’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 		$23.2K Hold
211
– – ﹤0.01% 386
2026
Q2 		$34.2K Buy
211
+23
+12% +$2.79K 0.01% 299
2026
Q1 		$12.3K Buy
188
+116
+161% +$7.42K ﹤0.01% 498
2025
Q4 		$4.35K Buy
72
+2
+3% +$124 ﹤0.01% 603
2025
Q3 		$4.06K Buy
+70
New +$3.72K ﹤0.01% 519

Other funds holding FLEX

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

James T. Borello RIA's FLEX Position: Q3 2026 in Review

James T. Borello RIA held its Flex (FLEX) position steady in Q3 2026 at 211 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

James T. Borello RIA first reported a position in FLEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $34.2K in Q2 2026. 110 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • James T. Borello RIA held 211 shares of Flex worth $23.2K as of Q3 2026.
  • James T. Borello RIA left its Flex share count unchanged in Q3 2026.
  • Flex made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #386 holding.
  • James T. Borello RIA first reported a position in Flex in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Flex position peaked at $34.2K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.