RKL Wealth Management’s Flexsteel Industries FLXS Stock Holding History

RKL Wealth Management’s Portfolio FLXS Stock Details FLXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$687K	Sell	8,112 -1,000	-11%	-$78K	0.05%	116
2026 Q2	$679K	Hold	9,112	–	–	0.05%	115
2026 Q1	$409K	Hold	9,112	–	–	0.04%	137
2025 Q4	$360K	Hold	9,112	–	–	0.03%	152
2025 Q3	$422K	Hold	9,112	–	–	0.04%	140
2025 Q2	$328K	Hold	9,112	–	–	0.03%	148
2025 Q1	$333K	Sell	9,112 -2,000	-18%	-$93.6K	0.03%	146
2024 Q4	$604K	Hold	11,112	–	–	0.05%	113
2024 Q3	$492K	Hold	11,112	–	–	0.04%	103
2024 Q2	$345K	Hold	11,112	–	–	0.03%	113
2024 Q1	$414K	Hold	11,112	–	–	0.04%	107
2023 Q4	$209K	Hold	11,112	–	–	0.02%	145
2023 Q3	$231K	Hold	11,112	–	–	0.03%	119
2023 Q2	$219K	Hold	11,112	–	–	0.03%	124
2023 Q1	$214K	Buy	+11,112	New	+$215K	0.03%	127
2022 Q3	–	Sell	-11,112	Closed	-$200K	–	132
2022 Q2	$200K	Hold	11,112	–	–	0.03%	137
2022 Q1	$214K	Hold	11,112	–	–	0.03%	138
2021 Q4	$298K	Hold	11,112	–	–	0.04%	104
2021 Q3	$343K	Hold	11,112	–	–	0.04%	102
2021 Q2	$449K	Sell	11,112 -500	-4%	-$21.8K	0.06%	94
2021 Q1	$405K	Sell	11,612 -688	-6%	-$24.3K	0.05%	95
2020 Q4	$430K	Hold	12,300	–	–	0.06%	92
2020 Q3	$295K	Buy	+12,300	New	+$217K	0.05%	103
2020 Q1	–	Sell	-12,300	Closed	-$245K	–	112
2019 Q4	$245K	Buy	+12,300	New	+$215K	0.04%	109
2019 Q3	–	Sell	-12,300	Closed	-$210K	–	128
2019 Q2	$210K	Hold	12,300	–	–	0.04%	123
2019 Q1	$285K	Hold	12,300	–	–	0.06%	116
2018 Q4	$272K	Hold	12,300	–	–	0.06%	110
2018 Q3	$366K	Hold	12,300	–	–	0.08%	111
2018 Q2	$491K	Hold	12,300	–	–	0.11%	102
2018 Q1	$487K	Hold	12,300	–	–	0.12%	103
2017 Q4	$575K	Hold	12,300	–	–	0.14%	99
2017 Q3	$624K	Hold	12,300	–	–	0.18%	98
2017 Q2	$666K	Buy	+12,300	New	+$646K	0.21%	94
2016 Q3	–	Sell	-12,300	Closed	-$513K	–	75
2016 Q2	$513K	Hold	12,300	–	–	0.27%	58
2016 Q1	$537K	Hold	12,300	–	–	0.31%	44
2015 Q4	$543K	Hold	12,300	–	–	0.25%	35
2015 Q3	$384K	Sell	12,300 -764	-6%	-$27.8K	0.24%	41
2015 Q2	$563K	Hold	13,064	–	–	0.34%	37
2015 Q1	$409K	Hold	13,064	–	–	0.25%	42
2014 Q4	$421K	Hold	13,064	–	–	0.27%	45
2014 Q3	$441K	Hold	13,064	–	–	0.31%	43
2014 Q2	$436K	Hold	13,064	–	–	0.32%	42
2014 Q1	$491K	Buy	+13,064	New	+$435K	0.37%	38

Other funds holding FLXS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

RKL Wealth Management's FLXS Position: Q3 2026 in Review

RKL Wealth Management reduced its Flexsteel Industries (FLXS) stake by 11% in Q3 2026, selling an estimated $78K and leaving 8,112 shares worth $687K. The position accounts for 0.05% of the portfolio, ranked #116.

RKL Wealth Management first reported a position in FLXS in Q1 2014 and has held it in 43 quarters since. 57 funds tracked by Wall St. Rank hold FLXS as of Q3 2026.

RKL Wealth Management held 8,112 shares of Flexsteel Industries worth $687K as of Q3 2026.
RKL Wealth Management sold 1,000 Flexsteel Industries shares in Q3 2026, an estimated $78K.
Flexsteel Industries made up 0.05% of RKL Wealth Management's portfolio in Q3 2026, its #116 holding.
RKL Wealth Management first reported a position in Flexsteel Industries in Q1 2014 and has held it in 43 quarters since.
57 funds tracked by Wall St. Rank held Flexsteel Industries as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.