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Elevation Wealth Partners’s Flowers Foods FLO Stock Holding History

Elevation Wealth Partners’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
Q2 		$11.5K Buy
1,457
+1,303
+846% +$10.4K ﹤0.01% 771
2026
Q1 		$1.26K Sell
154
-51
-25% -$512 ﹤0.01% 973
2025
Q4 		$2.23K Buy
205
+164
+400% +$1.9K ﹤0.01% 774
2025
Q3 		$536 Buy
+41
New +$621 ﹤0.01% 805

Other funds holding FLO

PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Elevation Wealth Partners's FLO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Flowers Foods (FLO) stake by 846% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,457 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Elevation Wealth Partners first reported a position in FLO in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

  • Elevation Wealth Partners held 1,457 shares of Flowers Foods worth $11.5K as of Q2 2026.
  • Elevation Wealth Partners bought 1,303 Flowers Foods shares in Q2 2026, an estimated $10.4K.
  • Flowers Foods made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #771 holding.
  • Elevation Wealth Partners first reported a position in Flowers Foods in Q3 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.