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 Q1	$136K	Buy	+25,181	New	+$145K	﹤0.01%	749

Other funds holding FSI

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Crestwood Advisors Group's FSI Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in Flexible Solutions (FSI) in Q1 2026: 25,181 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings.

31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

Crestwood Advisors Group held 25,181 shares of Flexible Solutions worth $136K as of Q1 2026.
Flexible Solutions was a new Crestwood Advisors Group position in Q1 2026.
Flexible Solutions made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #749 holding.
31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.