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CX Institutional’s Flowserve FLS Stock Holding History

CX Institutional’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
Q3 		$14K Buy
+185
New +$13.9K ﹤0.01% 1291
2026
Q2 		– Sell
-181
Closed -$13K – 1596
2026
Q1 		$13K Buy
181
+15
+9% +$1.19K ﹤0.01% 1220
2025
Q4 		$11K Buy
166
+1
+0.6% +$64 ﹤0.01% 1181
2025
Q3 		$9K Hold
165
– – ﹤0.01% 1202
2025
Q2 		$9K Hold
165
– – ﹤0.01% 1050
2025
Q1 		$8K Buy
+165
New +$9.37K ﹤0.01% 1033
2021
Q4 		– Sell
-26
Closed -$1K – 547
2021
Q3 		$1K Sell
26
-21
-45% -$822 ﹤0.01% 934
2021
Q2 		$2K Buy
47
+9
+24% +$372 ﹤0.01% 902
2021
Q1 		$1K Buy
38
+7
+23% +$269 ﹤0.01% 854
2020
Q4 		$1K Sell
31
-62
-67% -$2.03K ﹤0.01% 845
2020
Q3 		$3K Buy
93
+13
+16% +$379 ﹤0.01% 781
2020
Q2 		$2K Hold
80
– – ﹤0.01% 746
2020
Q1 		$2K Buy
80
+51
+176% +$2.06K ﹤0.01% 666
2019
Q4 		$1K Hold
29
– – ﹤0.01% 705
2019
Q3 		$1K Hold
29
– – ﹤0.01% 765
2019
Q2 		$2K Hold
29
– – ﹤0.01% 754
2019
Q1 		$1K Buy
+29
New +$1.27K ﹤0.01% 741

Other funds holding FLS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional's FLS Position: Q3 2026 in Review

CX Institutional opened a new position in Flowserve (FLS) in Q3 2026: 185 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: CX Institutional previously reported a position in FLS as recently as Q1 2026.

CX Institutional first reported a position in FLS in Q1 2019 and has held it in 17 quarters since. 22 funds tracked by Wall St. Rank hold FLS as of Q3 2026.

  • CX Institutional held 185 shares of Flowserve worth $14K as of Q3 2026.
  • Flowserve was a new CX Institutional position in Q3 2026.
  • Flowserve made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1291 holding.
  • CX Institutional first reported a position in Flowserve in Q1 2019 and has held it in 17 quarters since.
  • 22 funds tracked by Wall St. Rank held Flowserve as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.