NATIONS FINANCIAL GROUP INC, /IA/ /ADV FLXS — FLEXSTEEL INDS INC COM

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  8 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FLEXSTEEL INDS INC COM (FLXS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows FLXS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in FLEXSTEEL INDS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLXS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLXS stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held FLXS — position size vs. price
% of Fund (quarterly)    FLXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8.9% +63.2% ❌ 9,241 -900 -8.9% 0.02% $415K 2026-04-15 $44.95
2025 Q4 REDUCED — — — 10,141 -175 -1.7% 0.02% $400K 2026-01-26 $39.46
2025 Q3 REDUCED 32.6% -13.5% ✅ 10,316 -5,000 -32.6% 0.03% $478K 2025-10-28 $35.55
2025 Q2 REDUCED 11.6% +33.4% ❌ 15,316 -2,000 -11.6% 0.04% $552K 2025-08-11 $33.82
2025 Q1 REDUCED — — — 17,316 -90 -0.5% 0.05% $632K 2025-05-13 $32.84
2024 Q4 ADDED — — — 17,406 +265 +1.5% 0.07% $946K 2025-01-30 $50.08
2024 Q3 REDUCED 36.8% +23.4% ❌ 17,141 -10,000 -36.8% 0.06% $759K 2024-11-04 $54.29
2024 Q2 INITIATED — — — 27,141 — — 0.07% $843K 2024-07-29 $36.16

🏢 Other funds also holding FLXS

As of 2026 Q2 — sorted by position size

Marion Wealth Management 3Y 0.39% Weitzel Financial Services, Inc. 3Y 0.15% 1620 INVESTMENT ADVISORS, INC. 3Y 0.03% Ares Financial Consulting, LLC 0.01% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and FLXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning FLXS?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FLXS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FLXS position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for FLXS was 0.07% in 2024 Q4.

What is the latest reported FLXS position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 9,241 shares, equal to 0.02% of portfolio, with an estimated market value of $415K.

What does the chart on this FLXS ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly FLXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their FLXS position?

Based on 13F filing dates vs. subsequent FLXS price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on FLXS relative to SPY over the holding period was -3.1%.

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