UFPG
FFIC

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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

United Financial Planning Group's FFIC Position: Q1 2026 in Review

United Financial Planning Group held its Flushing Financial (FFIC) position steady in Q1 2026 at 1,125 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #146.

United Financial Planning Group first reported a position in FFIC in Q3 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold FFIC as of Q1 2026.

  • United Financial Planning Group held 1,125 shares of Flushing Financial worth $17.3K as of Q1 2026.
  • United Financial Planning Group left its Flushing Financial share count unchanged in Q1 2026.
  • Flushing Financial made up 0.01% of United Financial Planning Group's portfolio in Q1 2026, its #146 holding.
  • United Financial Planning Group first reported a position in Flushing Financial in Q3 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Flushing Financial as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.