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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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. 452 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.
452 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.