JAG
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Journey Advisory Group’s Flowserve FLS Stock Holding History

Journey Advisory 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
Q1 		– Sell
-3,844
Closed -$267K – 250
2025
Q4 		$267K Buy
+3,844
New +$247K 0.02% 236
2021
Q3 		– Sell
-5,614
Closed -$226K – 200
2021
Q2 		$226K Hold
5,614
– – 0.07% 191
2021
Q1 		$218K Buy
+5,614
New +$216K 0.08% 182

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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Journey Advisory Group's FLS Position: Q1 2026 in Review

Journey Advisory Group sold out of Flowserve (FLS) in Q1 2026, closing a stake of 3,844 shares — an estimated $267K sold.

Journey Advisory Group first reported a position in FLS in Q1 2021 and held it in 3 quarters. The position peaked at $267K in Q4 2025. 623 funds tracked by Wall St. Rank hold FLS as of Q1 2026.

  • Journey Advisory Group reported no remaining Flowserve position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 3,844 Flowserve shares in Q1 2026, an estimated $267K.
  • Journey Advisory Group first reported a position in Flowserve in Q1 2021 and held it in 3 quarters.
  • Journey Advisory Group's Flowserve position peaked at $267K in Q4 2025.
  • 623 funds tracked by Wall St. Rank held Flowserve as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.