Wealthspire Advisors (New York)’s Flowers Foods FLO Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-421	Closed	-$5.49K	–	1682
2025 Q3	$5.49K	Buy	+421	New	+$6.38K	﹤0.01%	2293
2021 Q1	–	Sell	-12,236	Closed	-$277K	–	707
2020 Q4	$277K	Buy	12,236 +3,666	+43%	+$85.4K	0.01%	461
2020 Q3	$209K	Buy	+8,570	New	+$201K	0.01%	297
2020 Q2	–	Sell	-12,989	Closed	-$267K	–	363
2020 Q1	$267K	Buy	12,989 +3,549	+38%	+$77.4K	0.01%	410
2019 Q4	$205K	Buy	+9,440	New	+$205K	0.01%	201
2019 Q1	–	Sell	-285	Closed	-$5K	–	310
2018 Q4	$5K	Buy	+285	New	+$5.46K	﹤0.01%	641

Other funds holding FLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Wealthspire Advisors (New York)'s FLO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Flowers Foods (FLO) in Q4 2025, closing a stake of 421 shares — an estimated $5.49K sold.

Wealthspire Advisors (New York) first reported a position in FLO in Q4 2018 and held it in 6 quarters. The position peaked at $277K in Q4 2020. 434 funds tracked by Wall St. Rank hold FLO as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Flowers Foods position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 421 Flowers Foods shares in Q4 2025, an estimated $5.49K.
Wealthspire Advisors (New York) first reported a position in Flowers Foods in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Flowers Foods position peaked at $277K in Q4 2020.
434 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.