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JFS Wealth Advisors’s Flowserve FLS Stock Holding History

JFS 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 		$8.02K Buy
108
+7
+7% +$532 ﹤0.01% 1102
2026
Q1 		$7.43K Buy
101
+7
+7% +$554 ﹤0.01% 1060
2025
Q4 		$6.53K Buy
94
+30
+47% +$1.93K ﹤0.01% 1132
2025
Q3 		$3.4K Hold
64
– – ﹤0.01% 1273
2025
Q2 		$3.35K Buy
64
+1
+2% +$47 ﹤0.01% 1226
2025
Q1 		$3.08K Hold
63
– – ﹤0.01% 1312
2024
Q4 		$3.62K Hold
63
– – ﹤0.01% 1250
2024
Q3 		$3.26K Buy
63
+2
+3% +$96 ﹤0.01% 1281
2024
Q2 		$2.94K Hold
61
– – ﹤0.01% 1288
2024
Q1 		$2.79K Hold
61
– – ﹤0.01% 1317
2023
Q4 		$2.52K Sell
61
-14
-19% -$538 ﹤0.01% 1332
2023
Q3 		$2.98K Buy
75
+19
+34% +$734 ﹤0.01% 1212
2023
Q2 		$2.08K Hold
56
– – ﹤0.01% 1373
2023
Q1 		$1.9K Buy
56
+3
+6% +$100 ﹤0.01% 1387
2022
Q4 		$1.63K Buy
53
+10
+23% +$292 ﹤0.01% 1451
2022
Q3 		$1K Sell
43
-21
-33% -$635 ﹤0.01% 1547
2022
Q2 		$2K Sell
64
-3
-4% -$96 ﹤0.01% 1316
2022
Q1 		$2K Buy
67
+38
+131% +$1.24K ﹤0.01% 1405
2021
Q4 		$1K Buy
+29
New +$959 ﹤0.01% 1355
2016
Q3 		– Sell
-180
Closed -$8K – 496
2016
Q2 		$8K Hold
180
– – ﹤0.01% 402
2016
Q1 		$8K Hold
180
– – ﹤0.01% 414
2015
Q4 		$8K Hold
180
– – ﹤0.01% 414
2015
Q3 		$7K Hold
180
– – ﹤0.01% 376
2015
Q2 		$9K Hold
180
– – ﹤0.01% 374
2015
Q1 		$10K Hold
180
– – ﹤0.01% 358
2014
Q4 		$11K Hold
180
– – ﹤0.01% 359
2014
Q3 		$13K Hold
180
– – ﹤0.01% 306
2014
Q2 		$13K Buy
+180
New +$13.6K ﹤0.01% 303

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JFS Wealth Advisors's FLS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Flowserve (FLS) stake by 6.9% in Q2 2026, buying an estimated $532 and bringing the position to 108 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

JFS Wealth Advisors first reported a position in FLS in Q2 2014 and has held it in 28 quarters since. The position peaked at $13K in Q3 2014. 587 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • JFS Wealth Advisors held 108 shares of Flowserve worth $8.02K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Flowserve shares in Q2 2026, an estimated $532.
  • Flowserve made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1102 holding.
  • JFS Wealth Advisors first reported a position in Flowserve in Q2 2014 and has held it in 28 quarters since.
  • JFS Wealth Advisors's Flowserve position peaked at $13K in Q3 2014.
  • 587 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.