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Covestor’s Flexible Solutions FSI Stock Holding History

Covestor’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
Q1 		$33K Hold
6,162
– – 0.02% 915
2025
Q4 		$41K Hold
6,162
– – 0.02% 981
2025
Q3 		$59K Hold
6,162
– – 0.03% 835
2025
Q2 		$30K Sell
6,162
-577
-9% -$2.42K 0.02% 1094
2025
Q1 		$34K Buy
+6,739
New +$37.1K 0.02% 983

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $209M AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Covestor's FSI Position: Q1 2026 in Review

Covestor held its Flexible Solutions (FSI) position steady in Q1 2026 at 6,162 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #915.

Covestor first reported a position in FSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $59K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

  • Covestor held 6,162 shares of Flexible Solutions worth $33K as of Q1 2026.
  • Covestor left its Flexible Solutions share count unchanged in Q1 2026.
  • Flexible Solutions made up 0.02% of Covestor's portfolio in Q1 2026, its #915 holding.
  • Covestor first reported a position in Flexible Solutions in Q1 2025 and has held it in 5 quarters since.
  • Covestor's Flexible Solutions position peaked at $59K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.