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 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 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

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

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's FSI Position: Q1 2026 in Review

Regal Investment Advisors increased its Flexible Solutions (FSI) stake by 24% in Q1 2026, buying an estimated $47.4K and bringing the position to 43,185 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #593.

Regal Investment Advisors first reported a position in FSI in Q3 2015 and has held it in 25 quarters since. The position peaked at $274K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

Regal Investment Advisors held 43,185 shares of Flexible Solutions worth $233K as of Q1 2026.
Regal Investment Advisors bought 8,225 Flexible Solutions shares in Q1 2026, an estimated $47.4K.
Flexible Solutions made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #593 holding.
Regal Investment Advisors first reported a position in Flexible Solutions in Q3 2015 and has held it in 25 quarters since.
Regal Investment Advisors's Flexible Solutions position peaked at $274K in Q3 2025.
31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.