FLAGSHIP HARBOR ADVISORS, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,613,461
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 752 | 2,613,461 | 13F-HR | FLAGSHIP HARBOR ADVISORS, LLC |
| Q1 2026 | 4/28/2026 | 732 | 2,273,866 | 13F-HR | FLAGSHIP HARBOR ADVISORS, LLC |
| Q4 2025 | 1/21/2026 | 2,281 | 2,119,044 | 13F-HR | FLAGSHIP HARBOR ADVISORS, LLC |
| Q3 2025 | 11/5/2025 | 803 | 2,298,545 | 13F-HR | FLAGSHIP HARBOR ADVISORS, LLC |
| Q2 2025 | 8/4/2025 | 771 | 2,111,277 | 13F-HR | FLAGSHIP HARBOR ADVISORS, LLC |
| Q2 2024 | 12/2/2025 | 691 | 1,663,637 | 13F-HR | FLAGSHIP HARBOR ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 974.4 K | 37.4% | 113.5 K | 0 | 113.5 K |
| ETFs | 1.626 M | 62.5% | 225.5 K | 0 | 225.5 K |
| Debt | 2.341 K | 0.1% | 0 | 109 | -109 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
2,613,461
Holdings
752
QoQ value change ($000)
339,595
(14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.