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Pinnacle Wealth Planning Services’s Flowers Foods FLO Stock Holding History

Pinnacle Wealth Planning Services’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 		$74K Buy
9,368
+9,084
+3,199% +$72.7K 0.01% 1041
2026
Q1 		$2.31K Sell
284
-812
-74% -$8.15K ﹤0.01% 2419
2025
Q4 		$11.9K Buy
+1,096
New +$12.7K ﹤0.01% 1942
2021
Q1 		– Sell
-200
Closed -$5K – 923
2020
Q4 		$5K Buy
+200
New +$4.66K ﹤0.01% 1648

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

Pinnacle Wealth Planning Services's FLO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Flowers Foods (FLO) stake by 3,199% in Q2 2026, buying an estimated $72.7K and bringing the position to 9,368 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #1041.

Pinnacle Wealth Planning Services first reported a position in FLO in Q4 2020 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,368 shares of Flowers Foods worth $74K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9,084 Flowers Foods shares in Q2 2026, an estimated $72.7K.
  • Flowers Foods made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1041 holding.
  • Pinnacle Wealth Planning Services first reported a position in Flowers Foods in Q4 2020 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.