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Bell Investment Advisors’s Flowers Foods FLO Stock Holding History

Bell Investment Advisors’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-199
Closed -$2.17K – 1890
2025
Q4 		$2.17K Buy
199
+23
+13% +$267 ﹤0.01% 1325
2025
Q3 		$2.3K Buy
176
+98
+126% +$1.49K ﹤0.01% 1287
2025
Q2 		$1.25K Sell
78
-23
-23% -$396 ﹤0.01% 1521
2025
Q1 		$1.92K Sell
101
-362
-78% -$6.92K ﹤0.01% 1320
2024
Q4 		$9.57K Buy
463
+139
+43% +$3.06K ﹤0.01% 623
2024
Q3 		$7.47K Sell
324
-23
-7% -$522 ﹤0.01% 746
2024
Q2 		$7.7K Hold
347
– – ﹤0.01% 716
2024
Q1 		$8.24K Sell
347
-24
-6% -$547 ﹤0.01% 669
2023
Q4 		$8.35K Sell
371
-27
-7% -$582 ﹤0.01% 631
2023
Q3 		$8.83K Sell
398
-67
-14% -$1.6K ﹤0.01% 560
2023
Q2 		$11.6K Sell
465
-17
-4% -$450 ﹤0.01% 462
2023
Q1 		$13.2K Sell
482
-39
-7% -$1.07K ﹤0.01% 405
2022
Q4 		$15K Buy
521
+77
+17% +$2.16K ﹤0.01% 365
2022
Q3 		$11K Buy
444
+19
+4% +$513 ﹤0.01% 385
2022
Q2 		$11K Buy
+425
New +$11.2K ﹤0.01% 399
2021
Q4 		$12K Buy
447
+22
+5% +$569 ﹤0.01% 443
2021
Q3 		$10K Buy
+425
New +$10.1K ﹤0.01% 449

Other funds holding FLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bell Investment Advisors's FLO Position: Q1 2026 in Review

Bell Investment Advisors sold out of Flowers Foods (FLO) in Q1 2026, closing a stake of 199 shares — an estimated $2.17K sold.

Bell Investment Advisors first reported a position in FLO in Q3 2021 and held it in 17 quarters. The position peaked at $15K in Q4 2022. 428 funds tracked by Wall St. Rank hold FLO as of Q1 2026.

  • Bell Investment Advisors reported no remaining Flowers Foods position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 199 Flowers Foods shares in Q1 2026, an estimated $2.17K.
  • Bell Investment Advisors first reported a position in Flowers Foods in Q3 2021 and held it in 17 quarters.
  • Bell Investment Advisors's Flowers Foods position peaked at $15K in Q4 2022.
  • 428 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.