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Bogart Wealth LLC’s Flowserve FLS Stock Holding History

Bogart Wealth LLC’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 		$2.15K Buy
29
+14
+93% +$1.06K ﹤0.01% 1436
2026
Q1 		$1.1K Buy
+15
New +$1.19K ﹤0.01% 1424
2022
Q4 		– Sell
-300
Closed -$7K – 1104
2022
Q3 		$7K Hold
300
– – ﹤0.01% 629
2022
Q2 		$9K Buy
+300
New +$9.55K ﹤0.01% 557

Other funds holding FLS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bogart Wealth LLC's FLS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Flowserve (FLS) stake by 93% in Q2 2026, buying an estimated $1.06K and bringing the position to 29 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Bogart Wealth LLC first reported a position in FLS in Q2 2022 and has held it in 4 quarters since. The position peaked at $9K in Q2 2022. 124 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Bogart Wealth LLC held 29 shares of Flowserve worth $2.15K as of Q2 2026.
  • Bogart Wealth LLC bought 14 Flowserve shares in Q2 2026, an estimated $1.06K.
  • Flowserve made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1436 holding.
  • Bogart Wealth LLC first reported a position in Flowserve in Q2 2022 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Flowserve position peaked at $9K in Q2 2022.
  • 124 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.