Wellington Management Group’s First of Long Island Corp FLIC Stock Holding History

Wellington Management Group’s Portfolio FLIC Stock Details FLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-570,113	Closed	-$7.04M	–	1983
2025 Q1	$7.04M	Sell	570,113 -62,252	-10%	-$777K	﹤0.01%	1287
2024 Q4	$7.39M	Buy	632,365 +212,216	+51%	+$2.84M	﹤0.01%	1269
2024 Q3	$5.41M	Buy	+420,149	New	+$5.12M	﹤0.01%	1312

Other funds holding FLIC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wellington Management Group's FLIC Position: Q2 2025 in Review

Wellington Management Group sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 570,113 shares — an estimated $7.04M sold.

Wellington Management Group first reported a position in FLIC in Q3 2024 and held it in 3 quarters. The position peaked at $7.39M in Q4 2024. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

Wellington Management Group reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
Wellington Management Group sold 570,113 First of Long Island Corp shares in Q2 2025, an estimated $7.04M.
Wellington Management Group first reported a position in First of Long Island Corp in Q3 2024 and held it in 3 quarters.
Wellington Management Group's First of Long Island Corp position peaked at $7.39M in Q4 2024.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.