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Crestwood Advisors Group’s Flexible Solutions FSI Stock Holding History

Crestwood Advisors Group’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 		$102K Sell
15,292
-9,889
-39% -$61.9K ﹤0.01% 856
2026
Q1 		$136K Buy
+25,181
New +$145K ﹤0.01% 749

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $227M AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Crestwood Advisors Group's FSI Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Flexible Solutions (FSI) stake by 39% in Q2 2026, selling an estimated $61.9K and leaving 15,292 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Crestwood Advisors Group first reported a position in FSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $136K in Q1 2026. 31 funds tracked by Wall St. Rank hold FSI as of Q2 2026.

  • Crestwood Advisors Group held 15,292 shares of Flexible Solutions worth $102K as of Q2 2026.
  • Crestwood Advisors Group sold 9,889 Flexible Solutions shares in Q2 2026, an estimated $61.9K.
  • Flexible Solutions made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #856 holding.
  • Crestwood Advisors Group first reported a position in Flexible Solutions in Q1 2026 and has held it in 2 quarters since.
  • Crestwood Advisors Group's Flexible Solutions position peaked at $136K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.