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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
Q3 		$35.4K Buy
6,384
+4,927
+338% +$35.2K 0.01% 485
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

AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elevation Wealth Partners's FLO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Flowers Foods (FLO) stake by 338% in Q3 2026, buying an estimated $35.2K and bringing the position to 6,384 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #485.

Elevation Wealth Partners first reported a position in FLO in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold FLO as of Q3 2026.

  • Elevation Wealth Partners held 6,384 shares of Flowers Foods worth $35.4K as of Q3 2026.
  • Elevation Wealth Partners bought 4,927 Flowers Foods shares in Q3 2026, an estimated $35.2K.
  • Flowers Foods made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #485 holding.
  • Elevation Wealth Partners first reported a position in Flowers Foods in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Flowers Foods as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.