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Root Financial Partners’s Flowers Foods FLO Stock Holding History

Root Financial Partners’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,223
Closed -$9.97K – 1392
2026
Q1 		$9.97K Buy
1,223
+1,153
+1,647% +$11.6K ﹤0.01% 1689
2025
Q4 		$762 Sell
70
-46
-40% -$534 ﹤0.01% 2155
2025
Q3 		$1.51K Buy
+116
New +$1.76K ﹤0.01% 2001

Other funds holding FLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Root Financial Partners's FLO Position: Q2 2026 in Review

Root Financial Partners sold out of Flowers Foods (FLO) in Q2 2026, closing a stake of 1,223 shares — an estimated $9.97K sold.

Root Financial Partners first reported a position in FLO in Q3 2025 and held it in 3 quarters. The position peaked at $9.97K in Q1 2026. 452 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

  • Root Financial Partners reported no remaining Flowers Foods position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,223 Flowers Foods shares in Q2 2026, an estimated $9.97K.
  • Root Financial Partners first reported a position in Flowers Foods in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Flowers Foods position peaked at $9.97K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.