Forum Financial Management’s Flagstar Bank National Association FLG Stock Holding History

Forum Financial Management’s Portfolio FLG Stock Details FLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18,087	Closed	-$228K	–	1024
2025 Q4	$228K	Buy	18,087 +20	+0.1%	+$239	﹤0.01%	894
2025 Q3	$209K	Buy	18,067 +2,074	+13%	+$24.7K	﹤0.01%	947
2025 Q2	$170K	Buy	+15,993	New	+$183K	﹤0.01%	921
2024 Q1	–	Sell	-6,610	Closed	-$203K	–	761
2023 Q4	$203K	Sell	6,610 -334	-5%	-$10K	﹤0.01%	639
2023 Q3	$236K	Hold	6,944	–	–	0.01%	519
2023 Q2	$234K	Buy	6,944 +6	+0.1%	+$182	0.01%	539
2023 Q1	$188K	Sell	6,938 -4	-0.1%	-$108	0.01%	580
2022 Q4	$179K	Buy	6,942 +2,618	+61%	+$70.1K	0.01%	554
2022 Q3	$111K	Buy	+4,324	New	+$127K	0.01%	516
2022 Q2	–	Sell	-4,591	Closed	-$147K	–	667
2022 Q1	$147K	Hold	4,591	–	–	0.01%	583
2021 Q4	$168K	Buy	+4,591	New	+$175K	0.01%	629

Other funds holding FLG

L7C

Liberty 77 Capital Washington, District of Columbia $1.75B AUM 88.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCP

Reverence Capital Partners New York $538M AUM 40.94% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's FLG Position: Q1 2026 in Review

Forum Financial Management sold out of Flagstar Bank National Association (FLG) in Q1 2026, closing a stake of 18,087 shares — an estimated $228K sold.

Forum Financial Management first reported a position in FLG in Q4 2021 and held it in 11 quarters. The position peaked at $236K in Q3 2023. 387 funds tracked by Wall St. Rank hold FLG as of Q1 2026.

Forum Financial Management reported no remaining Flagstar Bank National Association position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 18,087 Flagstar Bank National Association shares in Q1 2026, an estimated $228K.
Forum Financial Management first reported a position in Flagstar Bank National Association in Q4 2021 and held it in 11 quarters.
Forum Financial Management's Flagstar Bank National Association position peaked at $236K in Q3 2023.
387 funds tracked by Wall St. Rank held Flagstar Bank National Association as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.