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Ritholtz Wealth Management’s Flexible Solutions FSI Stock Holding History

Ritholtz Wealth Management’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 		$75K Sell
13,885
-27,997
-67% -$161K ﹤0.01% 1178
2025
Q4 		$282K Buy
41,882
+30,573
+270% +$242K 0.01% 921
2025
Q3 		$109K Buy
+11,309
New +$85.6K ﹤0.01% 1017

Other funds holding FSI

Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $209M AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Citadel Advisors
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 $5.94B AUM 18.44% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Ritholtz Wealth Management's FSI Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Flexible Solutions (FSI) stake by 67% in Q1 2026, selling an estimated $161K and leaving 13,885 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Ritholtz Wealth Management first reported a position in FSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

  • Ritholtz Wealth Management held 13,885 shares of Flexible Solutions worth $75K as of Q1 2026.
  • Ritholtz Wealth Management sold 27,997 Flexible Solutions shares in Q1 2026, an estimated $161K.
  • Flexible Solutions made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1178 holding.
  • Ritholtz Wealth Management first reported a position in Flexible Solutions in Q3 2025 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Flexible Solutions position peaked at $282K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.