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Regal Investment Advisors’s Flexible Solutions FSI Stock Holding History

Regal Investment 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
Q2 		$288K Hold
43,185
– – 0.01% 577
2026
Q1 		$233K Buy
43,185
+8,225
+24% +$47.4K 0.01% 593
2025
Q4 		$235K Buy
34,960
+6,500
+23% +$51.3K 0.01% 555
2025
Q3 		$274K Hold
28,460
– – 0.02% 480
2025
Q2 		$138K Hold
28,460
– – 0.01% 469
2025
Q1 		$144K Hold
28,460
– – 0.01% 444
2024
Q4 		$103K Hold
28,460
– – 0.01% 453
2024
Q3 		$104K Hold
28,460
– – 0.01% 490
2024
Q2 		$49.8K Hold
28,460
– – ﹤0.01% 565
2024
Q1 		$53.5K Hold
28,460
– – ﹤0.01% 573
2023
Q4 		$54.4K Hold
28,460
– – ﹤0.01% 534
2023
Q3 		$77.4K Hold
28,460
– – 0.01% 481
2023
Q2 		$76K Hold
28,460
– – 0.01% 496
2023
Q1 		$88.8K Hold
28,460
– – 0.01% 496
2022
Q4 		$88.2K Hold
28,460
– – 0.01% 475
2022
Q3 		$47K Sell
28,460
-535
-2% -$1.19K 0.01% 470
2022
Q2 		$71K Hold
28,995
– – 0.01% 483
2022
Q1 		$118K Sell
28,995
-15
-0.1% -$55 0.01% 518
2021
Q4 		$113K Sell
29,010
-1,575
-5% -$5.73K 0.01% 527
2021
Q3 		$110K Sell
30,585
-6,000
-16% -$22.5K 0.01% 518
2021
Q2 		$143K Buy
+36,585
New +$125K 0.01% 517
2021
Q1 		– Sell
-11,260
Closed -$28K – 166
2020
Q4 		$28K Buy
+11,260
New +$27.9K ﹤0.01% 466
2020
Q3 		– Sell
-11,260
Closed -$23K – 75
2020
Q2 		$23K Buy
+11,260
New +$18.3K ﹤0.01% 329
2020
Q1 		– Sell
-11,260
Closed -$29K – 115
2019
Q4 		$29K Hold
11,260
– – 0.01% 344
2019
Q3 		$27K Buy
+11,260
New +$34.7K 0.01% 317
2015
Q4 		– Sell
-8,500
Closed -$8K – 485
2015
Q3 		$8K Buy
+8,500
New +$10.1K ﹤0.01% 738

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $227M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Regal Investment Advisors's FSI Position: Q2 2026 in Review

Regal Investment Advisors held its Flexible Solutions (FSI) position steady in Q2 2026 at 43,185 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #577.

Regal Investment Advisors first reported a position in FSI in Q3 2015 and has held it in 26 quarters since. 30 funds tracked by Wall St. Rank hold FSI as of Q2 2026.

  • Regal Investment Advisors held 43,185 shares of Flexible Solutions worth $288K as of Q2 2026.
  • Regal Investment Advisors left its Flexible Solutions share count unchanged in Q2 2026.
  • Flexible Solutions made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #577 holding.
  • Regal Investment Advisors first reported a position in Flexible Solutions in Q3 2015 and has held it in 26 quarters since.
  • 30 funds tracked by Wall St. Rank held Flexible Solutions as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.