United Financial Planning Group’s Flushing Financial FFIC Stock Holding History

United Financial Planning Group’s Portfolio FFIC Stock Details FFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,125	Closed	-$17.3K	–	491
2026 Q1	$17.3K	Hold	1,125	–	–	0.01%	146
2025 Q4	$17.1K	Hold	1,125	–	–	0.01%	155
2025 Q3	$15.5K	Buy	+1,125	New	+$14.6K	0.01%	136

Other funds holding FFIC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

United Financial Planning Group's FFIC Position: Q2 2026 in Review

United Financial Planning Group sold out of Flushing Financial (FFIC) in Q2 2026, closing a stake of 1,125 shares — an estimated $17.3K sold.

United Financial Planning Group first reported a position in FFIC in Q3 2025 and held it in 3 quarters. The position peaked at $17.3K in Q1 2026. 2 funds tracked by Wall St. Rank hold FFIC as of Q2 2026.

United Financial Planning Group reported no remaining Flushing Financial position as of Q2 2026 after selling out during the quarter.
United Financial Planning Group sold 1,125 Flushing Financial shares in Q2 2026, an estimated $17.3K.
United Financial Planning Group first reported a position in Flushing Financial in Q3 2025 and held it in 3 quarters.
United Financial Planning Group's Flushing Financial position peaked at $17.3K in Q1 2026.
2 funds tracked by Wall St. Rank held Flushing Financial as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.