Cerity Partners’s First of Long Island Corp FLIC Stock Holding History

Cerity Partners’s Portfolio FLIC Stock Details FLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,000	Closed	-$185K	–	2682
2025 Q1	$185K	Buy	15,000 +1,517	+11%	+$18.9K	﹤0.01%	2237
2024 Q4	$159K	Sell	13,483 -3,500	-21%	-$46.8K	﹤0.01%	2276
2024 Q3	$219K	Buy	16,983 +4,292	+34%	+$52.3K	﹤0.01%	2264
2024 Q2	$127K	Buy	+12,691	New	+$129K	﹤0.01%	2085

Other funds holding FLIC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cerity Partners's FLIC Position: Q2 2025 in Review

Cerity Partners sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 15,000 shares — an estimated $185K sold.

Cerity Partners first reported a position in FLIC in Q2 2024 and held it in 4 quarters. The position peaked at $219K in Q3 2024. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

Cerity Partners reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 15,000 First of Long Island Corp shares in Q2 2025, an estimated $185K.
Cerity Partners first reported a position in First of Long Island Corp in Q2 2024 and held it in 4 quarters.
Cerity Partners's First of Long Island Corp position peaked at $219K in Q3 2024.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.