Farther Finance Advisors’s Flowserve FLS Stock Holding History

Farther Finance Advisors’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 Q1	$635K	Buy	8,424 +620	+8%	+$49.1K	0.01%	1238
2025 Q4	$541K	Buy	7,804 +1,148	+17%	+$73.8K	0.01%	1252
2025 Q3	$354K	Buy	6,656 +3,227	+94%	+$175K	0.01%	1274
2025 Q2	$180K	Sell	3,429 -154	-4%	-$7.24K	﹤0.01%	1448
2025 Q1	$176K	Buy	3,583 +351	+11%	+$19.9K	﹤0.01%	1281
2024 Q4	$186K	Sell	3,232 -153	-5%	-$8.78K	0.01%	1019
2024 Q3	$175K	Buy	3,385 +46	+1%	+$2.22K	0.01%	1042
2024 Q2	$156K	Buy	3,339 +232	+7%	+$11.1K	0.01%	947
2024 Q1	$143K	Hold	3,107	–	–	0.01%	817
2023 Q4	$128K	Buy	3,107 +62	+2%	+$2.38K	0.01%	709
2023 Q3	$121K	Buy	3,045 +5	+0.2%	+$193	0.02%	501
2023 Q2	$113K	Hold	3,040	–	–	0.02%	424
2023 Q1	$103K	Buy	+3,040	New	+$102K	0.03%	398

Other funds holding FLS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return