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Cornerstone Planning Group’s Flowserve FLS Stock Holding History

Cornerstone Planning Group’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 		$17.6K Sell
257
-12
-4% -$912 ﹤0.01% 714
2026
Q1 		$18.9K Buy
269
+264
+5,280% +$20.9K ﹤0.01% 690
2025
Q4 		$385 Buy
5
+3
+150% +$193 ﹤0.01% 1565
2025
Q3 		$135 Buy
+2
New +$109 ﹤0.01% 1631

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cornerstone Planning Group's FLS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Flowserve (FLS) stake by 4.5% in Q2 2026, selling an estimated $912 and leaving 257 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Cornerstone Planning Group first reported a position in FLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.9K in Q1 2026. 289 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Cornerstone Planning Group held 257 shares of Flowserve worth $17.6K as of Q2 2026.
  • Cornerstone Planning Group sold 12 Flowserve shares in Q2 2026, an estimated $912.
  • Flowserve made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #714 holding.
  • Cornerstone Planning Group first reported a position in Flowserve in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Flowserve position peaked at $18.9K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.