PWPS
FLO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's FLO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Flowers Foods (FLO) stake by 74% in Q1 2026, selling an estimated $8.15K and leaving 284 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Pinnacle Wealth Planning Services first reported a position in FLO in Q4 2020 and has held it in 3 quarters since. The position peaked at $11.9K in Q4 2025. 425 funds tracked by Wall St. Rank hold FLO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 284 shares of Flowers Foods worth $2.31K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 812 Flowers Foods shares in Q1 2026, an estimated $8.15K.
  • Flowers Foods made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2419 holding.
  • Pinnacle Wealth Planning Services first reported a position in Flowers Foods in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Flowers Foods position peaked at $11.9K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.