GoalVest Advisory’s Flowserve FLS Stock Holding History

GoalVest Advisory’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	$57.4K	Hold	785	–	–	0.01%	213
2026 Q2	$58.2K	Hold	785	–	–	0.01%	193
2026 Q1	$57.7K	Sell	785 -655	-45%	-$51.9K	0.01%	209
2025 Q4	$99.9K	Sell	1,440 -1,000	-41%	-$64.3K	0.02%	186
2025 Q3	$130K	Buy	+2,440	New	+$132K	0.03%	154
2022 Q2	–	Sell	-13	Closed	–	–	389
2022 Q1	$0	Buy	+13	New	+$425	﹤0.01%	421

Other funds holding FLS

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GoalVest Advisory's FLS Position: Q3 2026 in Review

GoalVest Advisory held its Flowserve (FLS) position steady in Q3 2026 at 785 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #213.

GoalVest Advisory first reported a position in FLS in Q1 2022 and has held it in 6 quarters since. The position peaked at $130K in Q3 2025. 22 funds tracked by Wall St. Rank hold FLS as of Q3 2026.

GoalVest Advisory held 785 shares of Flowserve worth $57.4K as of Q3 2026.
GoalVest Advisory left its Flowserve share count unchanged in Q3 2026.
Flowserve made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #213 holding.
GoalVest Advisory first reported a position in Flowserve in Q1 2022 and has held it in 6 quarters since.
GoalVest Advisory's Flowserve position peaked at $130K in Q3 2025.
22 funds tracked by Wall St. Rank held Flowserve as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.