Portside Wealth Group’s Floor & Decor FND Stock Holding History

Portside Wealth Group’s Portfolio FND Stock Details FND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Buy	5,617 +239	+4%	+$12.1K	0.04%	381
2026 Q1	$273K	Buy	5,378 +406	+8%	+$26.4K	0.04%	381
2025 Q4	$303K	Buy	+4,972	New	+$322K	0.04%	361
2023 Q3	–	Sell	-3,559	Closed	-$370K	–	368
2023 Q2	$370K	Buy	+3,559	New	+$340K	0.07%	230

Other funds holding FND

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Luma Capital SA Luxembourg $112M AUM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return