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West Family Investments’s Flowers Foods FLO Stock Holding History

West Family Investments’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
Q1 		– Sell
-26,214
Closed -$285K – 300
2025
Q4 		$285K Buy
+26,214
New +$304K 0.07% 267
2024
Q2 		– Sell
-9,243
Closed -$220K – 259
2024
Q1 		$220K Buy
9,243
+333
+4% +$7.59K 0.07% 236
2023
Q4 		$201K Buy
+8,910
New +$192K 0.07% 222
2021
Q3 		– Sell
-12,215
Closed -$296K – 362
2021
Q2 		$296K Buy
+12,215
New +$297K 0.08% 234

Other funds holding FLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

West Family Investments's FLO Position: Q1 2026 in Review

West Family Investments sold out of Flowers Foods (FLO) in Q1 2026, closing a stake of 26,214 shares — an estimated $285K sold.

West Family Investments first reported a position in FLO in Q2 2021 and held it in 4 quarters. The position peaked at $296K in Q2 2021. 428 funds tracked by Wall St. Rank hold FLO as of Q1 2026.

  • West Family Investments reported no remaining Flowers Foods position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 26,214 Flowers Foods shares in Q1 2026, an estimated $285K.
  • West Family Investments first reported a position in Flowers Foods in Q2 2021 and held it in 4 quarters.
  • West Family Investments's Flowers Foods position peaked at $296K in Q2 2021.
  • 428 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.