NewEdge Advisors’s Flexible Solutions FSI Stock Holding History

NewEdge Advisors’s Portfolio FSI Stock Details FSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Buy	19,432 +1,132	+6%	+$6.52K	﹤0.01%	2740
2025 Q4	$123K	Sell	18,300 -15	-0.1%	-$118	﹤0.01%	2704
2025 Q3	$177K	Hold	18,315	–	–	﹤0.01%	2437
2025 Q2	$88.8K	Hold	18,315	–	–	﹤0.01%	2463
2025 Q1	$92.5K	Sell	18,315 -3,095	-14%	-$17K	﹤0.01%	2318
2024 Q4	$77.3K	Buy	21,410 +1,369	+7%	+$5.23K	﹤0.01%	2364
2024 Q3	$73K	Buy	20,041 +10,041	+100%	+$26.3K	﹤0.01%	2301
2024 Q2	$17.5K	Hold	10,000	–	–	﹤0.01%	2664
2024 Q1	$18.8K	Hold	10,000	–	–	﹤0.01%	2652
2023 Q4	$17.9K	Hold	10,000	–	–	﹤0.01%	2611
2023 Q3	$27.2K	Hold	10,000	–	–	﹤0.01%	2292
2023 Q2	$26.7K	Sell	10,000 -349	-3%	-$1.02K	﹤0.01%	2295
2023 Q1	$32.3K	Sell	10,349 -2,348	-18%	-$7.28K	﹤0.01%	2174
2022 Q4	$38.3K	Buy	+12,697	New	+$39.3K	﹤0.01%	1838

Other funds holding FSI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

BCM

Beartown Capital Management Huntington Woods, Michigan $209M AUM

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

NewEdge Advisors's FSI Position: Q1 2026 in Review

NewEdge Advisors increased its Flexible Solutions (FSI) stake by 6.2% in Q1 2026, buying an estimated $6.52K and bringing the position to 19,432 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

NewEdge Advisors first reported a position in FSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $177K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

NewEdge Advisors held 19,432 shares of Flexible Solutions worth $105K as of Q1 2026.
NewEdge Advisors bought 1,132 Flexible Solutions shares in Q1 2026, an estimated $6.52K.
Flexible Solutions made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2740 holding.
NewEdge Advisors first reported a position in Flexible Solutions in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Flexible Solutions position peaked at $177K in Q3 2025.
31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.