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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's FLO Position: Q1 2026 in Review

Root Financial Partners increased its Flowers Foods (FLO) stake by 1,647% in Q1 2026, buying an estimated $11.6K and bringing the position to 1,223 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Root Financial Partners first reported a position in FLO in Q3 2025 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold FLO as of Q1 2026.

  • Root Financial Partners held 1,223 shares of Flowers Foods worth $9.97K as of Q1 2026.
  • Root Financial Partners bought 1,153 Flowers Foods shares in Q1 2026, an estimated $11.6K.
  • Flowers Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1689 holding.
  • Root Financial Partners first reported a position in Flowers Foods in Q3 2025 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.