HHM Wealth Advisors’s Flowserve FLS Stock Holding History

HHM Wealth 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 Q2	$12.6K	Hold	170	–	–	﹤0.01%	595
2026 Q1	$12.5K	Hold	170	–	–	﹤0.01%	597
2025 Q4	$11.8K	Hold	170	–	–	﹤0.01%	594
2025 Q3	$9.03K	Hold	170	–	–	﹤0.01%	657
2025 Q2	$8.9K	Hold	170	–	–	﹤0.01%	625
2025 Q1	$8.3K	Hold	170	–	–	﹤0.01%	612
2024 Q4	$9.78K	Hold	170	–	–	﹤0.01%	593
2024 Q3	$8.79K	Hold	170	–	–	﹤0.01%	582
2024 Q2	$8.18K	Hold	170	–	–	﹤0.01%	578
2024 Q1	$7.77K	Hold	170	–	–	﹤0.01%	566
2023 Q4	$7.01K	Hold	170	–	–	﹤0.01%	583
2023 Q3	$6.76K	Hold	170	–	–	﹤0.01%	582
2023 Q2	$6.32K	Hold	170	–	–	﹤0.01%	627
2023 Q1	$5.78K	Buy	+170	New	+$5.69K	﹤0.01%	624

Other funds holding FLS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

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

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return