Marion Wealth Management
FLXS icon

Marion Wealth Management’s Flexsteel Industries FLXS Stock Holding History

Marion Wealth Management’s Portfolio FLXS Stock Details FLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.53M Sell
18,025
-7,500
-29% -$585K 0.3% 71
2026
Q2 		$1.9M Sell
25,525
-8,600
-25% -$482K 0.39% 59
2026
Q1 		$1.53M Sell
34,125
-400
-1% -$18.5K 0.34% 68
2025
Q4 		$1.42M Buy
34,525
+589
+2% +$23K 0.32% 70
2025
Q3 		$1.57M Buy
33,936
+1,295
+4% +$53.7K 0.37% 61
2025
Q2 		$1.18M Buy
32,641
+593
+2% +$19.6K 0.29% 71
2025
Q1 		$1.17M Buy
32,048
+388
+1% +$18.2K 0.31% 70
2024
Q4 		$1.72M Hold
31,660
– – 0.46% 50
2024
Q3 		$1.4M Buy
31,660
+1,101
+4% +$42K 0.37% 63
2024
Q2 		$949K Buy
30,559
+722
+2% +$25.8K 0.28% 73
2024
Q1 		$1.11M Buy
29,837
+1,979
+7% +$60.3K 0.33% 67
2023
Q4 		$525K Hold
27,858
– – 0.17% 84
2023
Q3 		$578K Buy
27,858
+1,184
+4% +$24.2K 0.2% 80
2023
Q2 		$526K Buy
26,674
+2,299
+9% +$41.6K 0.19% 80
2023
Q1 		$469K Buy
24,375
+1,234
+5% +$23.9K 0.18% 84
2022
Q4 		$356K Buy
23,141
+1,115
+5% +$16.7K 0.15% 84
2022
Q3 		$346K Buy
22,026
+949
+5% +$16.5K 0.18% 84
2022
Q2 		$379K Buy
+21,077
New +$422K 0.2% 86

Other funds holding FLXS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Marion Wealth Management's FLXS Position: Q3 2026 in Review

Marion Wealth Management reduced its Flexsteel Industries (FLXS) stake by 29% in Q3 2026, selling an estimated $585K and leaving 18,025 shares worth $1.53M. The position accounts for 0.3% of the portfolio, ranked #71.

Marion Wealth Management first reported a position in FLXS in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.9M in Q2 2026. 54 funds tracked by Wall St. Rank hold FLXS as of Q3 2026.

  • Marion Wealth Management held 18,025 shares of Flexsteel Industries worth $1.53M as of Q3 2026.
  • Marion Wealth Management sold 7,500 Flexsteel Industries shares in Q3 2026, an estimated $585K.
  • Flexsteel Industries made up 0.3% of Marion Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Marion Wealth Management first reported a position in Flexsteel Industries in Q2 2022 and has held it in 18 quarters since.
  • Marion Wealth Management's Flexsteel Industries position peaked at $1.9M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Flexsteel Industries as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.