Summit Financial Wealth Advisors’s Flowers Foods FLO Stock Holding History

Summit Financial Wealth Advisors’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	$117K	Buy	+14,778	New	+$118K	0.01%	225
2017 Q1	–	Sell	-73,000	Closed	-$1.46M	–	143
2016 Q4	$1.46M	Buy	73,000 +63,000	+630%	+$1.04M	0.64%	46
2016 Q3	$151K	Sell	10,000 -64,000	-86%	-$1.06M	0.07%	142
2016 Q2	$1.39M	Hold	74,000	–	–	0.58%	46
2016 Q1	$1.37M	Buy	74,000 +30,000	+68%	+$569K	0.6%	44
2015 Q4	$946K	Buy	44,000 +20,000	+83%	+$487K	0.43%	58
2015 Q3	$593K	Hold	24,000	–	–	0.38%	50
2015 Q2	$507K	Hold	24,000	–	–	0.31%	55
2015 Q1	$551K	Hold	24,000	–	–	0.37%	42
2014 Q4	$461K	Buy	+24,000	New	+$453K	0.32%	44

Other funds holding FLO

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Summit Financial Wealth Advisors's FLO Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Flowers Foods (FLO) in Q2 2026: 14,778 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in FLO as recently as Q4 2016.

Summit Financial Wealth Advisors first reported a position in FLO in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2016. 54 funds tracked by Wall St. Rank hold FLO as of Q2 2026.

Summit Financial Wealth Advisors held 14,778 shares of Flowers Foods worth $117K as of Q2 2026.
Flowers Foods was a new Summit Financial Wealth Advisors position in Q2 2026.
Flowers Foods made up 0.01% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #225 holding.
Summit Financial Wealth Advisors first reported a position in Flowers Foods in Q4 2014 and has held it in 10 quarters since.
Summit Financial Wealth Advisors's Flowers Foods position peaked at $1.46M in Q4 2016.
54 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.