Action Point Financial Planning’s Flowserve FLS Stock Holding History

Action Point Financial Planning’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.6K	Buy	+253	New	+$19.2K	﹤0.01%	1159

Other funds holding FLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Action Point Financial Planning's FLS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Flowserve (FLS) in Q2 2026: 253 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

Action Point Financial Planning held 253 shares of Flowserve worth $18.6K as of Q2 2026.
Flowserve was a new Action Point Financial Planning position in Q2 2026.
Flowserve made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1159 holding.
587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.