JWA
FLO icon

JFS Wealth Advisors’s Flowers Foods FLO Stock Holding History

JFS Wealth Advisors’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 		$451 Buy
+57
New +$456 ﹤0.01% 1972
2026
Q1 		– Sell
-43
Closed -$468 – 1915
2025
Q4 		$468 Buy
43
+40
+1,333% +$464 ﹤0.01% 1812
2025
Q3 		$40 Sell
3
-81
-96% -$1.23K ﹤0.01% 1874
2025
Q2 		$1.34K Buy
84
+69
+460% +$1.19K ﹤0.01% 1497
2025
Q1 		$286 Sell
15
-83
-85% -$1.59K ﹤0.01% 1822
2024
Q4 		$2.02K Sell
98
-45
-31% -$989 ﹤0.01% 1475
2024
Q3 		$3.3K Buy
143
+19
+15% +$431 ﹤0.01% 1277
2024
Q2 		$2.75K Buy
124
+16
+15% +$379 ﹤0.01% 1310
2024
Q1 		$2.56K Buy
108
+78
+260% +$1.78K ﹤0.01% 1349
2023
Q4 		$676 Sell
30
-23
-43% -$496 ﹤0.01% 1740
2023
Q3 		$1.18K Sell
53
-102
-66% -$2.44K ﹤0.01% 1550
2023
Q2 		$3.86K Sell
155
-5
-3% -$132 ﹤0.01% 1123
2023
Q1 		$4.39K Buy
160
+24
+18% +$662 ﹤0.01% 1047
2022
Q4 		$3.91K Buy
136
+2
+1% +$56 ﹤0.01% 1088
2022
Q3 		$3K Sell
134
-5
-4% -$135 ﹤0.01% 1174
2022
Q2 		$4K Buy
139
+36
+35% +$948 ﹤0.01% 1067
2022
Q1 		$3K Buy
103
+48
+87% +$1.31K ﹤0.01% 1241
2021
Q4 		$2K Buy
+55
New +$1.42K ﹤0.01% 1075

Other funds holding FLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

JFS Wealth Advisors's FLO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Flowers Foods (FLO) in Q2 2026: 57 shares worth $451. The stake represents ﹤0.01% of the portfolio and ranks #1972 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FLO as recently as Q4 2025.

JFS Wealth Advisors first reported a position in FLO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.39K in Q1 2023. 451 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

  • JFS Wealth Advisors held 57 shares of Flowers Foods worth $451 as of Q2 2026.
  • Flowers Foods was a new JFS Wealth Advisors position in Q2 2026.
  • Flowers Foods made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1972 holding.
  • JFS Wealth Advisors first reported a position in Flowers Foods in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Flowers Foods position peaked at $4.39K in Q1 2023.
  • 451 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.