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Independent Financial Group’s Flowserve FLS Stock Holding History

Independent Financial Group’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 		$323K Buy
4,417
+100
+2% +$7.51K 0.01% 1215
2026
Q2 		$320K Buy
+4,317
New +$328K 0.01% 1209

Other funds holding FLS

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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

Independent Financial Group's FLS Position: Q3 2026 in Review

Independent Financial Group increased its Flowserve (FLS) stake by 2.3% in Q3 2026, buying an estimated $7.51K and bringing the position to 4,417 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1215.

Independent Financial Group first reported a position in FLS in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold FLS as of Q3 2026.

  • Independent Financial Group held 4,417 shares of Flowserve worth $323K as of Q3 2026.
  • Independent Financial Group bought 100 Flowserve shares in Q3 2026, an estimated $7.51K.
  • Flowserve made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1215 holding.
  • Independent Financial Group first reported a position in Flowserve in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Flowserve as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.