SBI Securities’s Flexible Solutions FSI Stock Holding History

SBI Securities’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 Q2	$80	Sell	12 -1	-8%	-$6	﹤0.01%	3560
2026 Q1	$70	Buy	13 +1	+8%	+$6	﹤0.01%	3501
2025 Q4	$81	Hold	12	–	–	﹤0.01%	3470
2025 Q3	$116	Sell	12 -89	-88%	-$674	﹤0.01%	3476
2025 Q2	$490	Sell	101 -915	-90%	-$3.83K	﹤0.01%	2975
2025 Q1	$5.13K	Sell	1,016 -95	-9%	-$523	﹤0.01%	1891
2024 Q4	$4.01K	Buy	+1,111	New	+$4.24K	﹤0.01%	2007

Other funds holding FSI

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

1NWS

1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SBI Securities's FSI Position: Q2 2026 in Review

SBI Securities reduced its Flexible Solutions (FSI) stake by 7.7% in Q2 2026, selling an estimated $6 and leaving 12 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

SBI Securities first reported a position in FSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.13K in Q1 2025. 7 funds tracked by Wall St. Rank hold FSI as of Q2 2026.

SBI Securities held 12 shares of Flexible Solutions worth $80 as of Q2 2026.
SBI Securities sold 1 Flexible Solutions share in Q2 2026, an estimated $6.
Flexible Solutions made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3560 holding.
SBI Securities first reported a position in Flexible Solutions in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Flexible Solutions position peaked at $5.13K in Q1 2025.
7 funds tracked by Wall St. Rank held Flexible Solutions as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.