1NWS
FSI icon

1 North Wealth Services’s Flexible Solutions FSI Stock Holding History

1 North Wealth Services’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.66K Hold
700
– – ﹤0.01% 236
2026
Q1 		$3.78K Hold
700
– – ﹤0.01% 218
2025
Q4 		$4.71K Hold
700
– – ﹤0.01% 207
2025
Q3 		$6.75K Hold
700
– – ﹤0.01% 173
2025
Q2 		$3.4K Hold
700
– – ﹤0.01% 208
2025
Q1 		$3.54K Buy
+700
New +$3.86K ﹤0.01% 206

Other funds holding FSI

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

1 North Wealth Services's FSI Position: Q2 2026 in Review

1 North Wealth Services held its Flexible Solutions (FSI) position steady in Q2 2026 at 700 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

1 North Wealth Services first reported a position in FSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.75K in Q3 2025. 7 funds tracked by Wall St. Rank hold FSI as of Q2 2026.

  • 1 North Wealth Services held 700 shares of Flexible Solutions worth $4.66K as of Q2 2026.
  • 1 North Wealth Services left its Flexible Solutions share count unchanged in Q2 2026.
  • Flexible Solutions made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #236 holding.
  • 1 North Wealth Services first reported a position in Flexible Solutions in Q1 2025 and has held it in 6 quarters since.
  • 1 North Wealth Services's Flexible Solutions position peaked at $6.75K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Flexible Solutions as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.