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Strait & Sound Wealth Management’s Flexible Solutions FSI Stock Holding History

Strait & Sound 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 		$76.8K Buy
14,228
+2,500
+21% +$14.4K 0.03% 170
2025
Q4 		$78.9K Buy
11,728
+1,600
+16% +$12.6K 0.03% 149
2025
Q3 		$97.6K Hold
10,128
– – 0.04% 148
2025
Q2 		$49.1K Buy
+10,128
New +$42.4K 0.02% 145

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 $1.84B AUM 28.81% 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 $6.74B AUM 30.22% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Strait & Sound Wealth Management's FSI Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Flexible Solutions (FSI) stake by 21% in Q1 2026, buying an estimated $14.4K and bringing the position to 14,228 shares worth $76.8K. The position accounts for 0.03% of the portfolio, ranked #170.

Strait & Sound Wealth Management first reported a position in FSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $97.6K in Q3 2025. 31 funds tracked by Wall St. Rank hold FSI as of Q1 2026.

  • Strait & Sound Wealth Management held 14,228 shares of Flexible Solutions worth $76.8K as of Q1 2026.
  • Strait & Sound Wealth Management bought 2,500 Flexible Solutions shares in Q1 2026, an estimated $14.4K.
  • Flexible Solutions made up 0.03% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Strait & Sound Wealth Management first reported a position in Flexible Solutions in Q2 2025 and has held it in 4 quarters since.
  • Strait & Sound Wealth Management's Flexible Solutions position peaked at $97.6K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.