Foundations Investment Advisors
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Foundations Investment Advisors’s Dragonfly Energy DFLI Stock Holding History

Foundations Investment Advisors’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-431
Closed -$20.5K – 1128
2025
Q3 		$20.5K Buy
+431
New +$9.9K ﹤0.01% 1036

Other funds holding DFLI

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Foundations Investment Advisors's DFLI Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Dragonfly Energy (DFLI) in Q4 2025, closing a stake of 431 shares — an estimated $20.5K sold.

Foundations Investment Advisors first reported a position in DFLI in Q3 2025 and held it in 1 quarter. The position peaked at $20.5K in Q3 2025. 29 funds tracked by Wall St. Rank hold DFLI as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Dragonfly Energy position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 431 Dragonfly Energy shares in Q4 2025, an estimated $20.5K.
  • Foundations Investment Advisors first reported a position in Dragonfly Energy in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Dragonfly Energy position peaked at $20.5K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Dragonfly Energy as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.