James T. Borello RIA
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James T. Borello RIA’s Flowers Foods FLO Stock Holding History

James T. Borello RIA’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
Q3 		$67 Sell
12
-605
-98% -$4.33K ﹤0.01% 1233
2026
Q2 		$4.87K Buy
+617
New +$4.94K ﹤0.01% 795
2025
Q4 		– Sell
-399
Closed -$5.21K – 1148
2025
Q3 		$5.21K Buy
+399
New +$6.05K ﹤0.01% 448

Other funds holding FLO

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

James T. Borello RIA's FLO Position: Q3 2026 in Review

James T. Borello RIA reduced its Flowers Foods (FLO) stake by 98% in Q3 2026, selling an estimated $4.33K and leaving 12 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

James T. Borello RIA first reported a position in FLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.21K in Q3 2025. 82 funds tracked by Wall St. Rank hold FLO as of Q3 2026.

  • James T. Borello RIA held 12 shares of Flowers Foods worth $67 as of Q3 2026.
  • James T. Borello RIA sold 605 Flowers Foods shares in Q3 2026, an estimated $4.33K.
  • Flowers Foods made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1233 holding.
  • James T. Borello RIA first reported a position in Flowers Foods in Q3 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's Flowers Foods position peaked at $5.21K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Flowers Foods as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.