Formidable Asset Management’s Flowserve FLS Stock Holding History

Formidable Asset Management’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	$554K	Buy	+7,540	New	+$573K	0.09%	212
2016 Q2	–	Sell	-150	Closed	-$6K	–	255
2016 Q1	$6K	Hold	150	–	–	﹤0.01%	391
2015 Q4	$6K	Hold	150	–	–	﹤0.01%	442
2015 Q3	$6K	Hold	150	–	–	﹤0.01%	476
2015 Q2	$8K	Hold	150	–	–	0.01%	387
2015 Q1	$8K	Buy	+150	New	+$8.7K	0.01%	375
2014 Q4	–	Sell	-150	Closed	-$9.54K	–	346
2014 Q3	$10K	Hold	150	–	–	0.01%	329
2014 Q2	$11K	Hold	150	–	–	0.01%	343
2014 Q1	$11K	Hold	150	–	–	0.01%	310
2013 Q4	$11K	Hold	150	–	–	0.01%	322
2013 Q3	$9K	Buy	+150	New	+$8.68K	0.01%	320

Other funds holding FLS

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Formidable Asset Management's FLS Position: Q2 2026 in Review

Formidable Asset Management opened a new position in Flowserve (FLS) in Q2 2026: 7,540 shares worth $554K. The stake represents 0.09% of the portfolio and ranks #212 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in FLS as recently as Q1 2016.

Formidable Asset Management first reported a position in FLS in Q3 2013 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

Formidable Asset Management held 7,540 shares of Flowserve worth $554K as of Q2 2026.
Flowserve was a new Formidable Asset Management position in Q2 2026.
Flowserve made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #212 holding.
Formidable Asset Management first reported a position in Flowserve in Q3 2013 and has held it in 11 quarters since.
72 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.