LFA
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LGT Financial Advisors’s Flowserve FLS Stock Holding History

LGT Financial 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
2025
Q3 		– Sell
-3
Closed -$157 – 479
2025
Q2 		$157 Buy
+3
New +$141 ﹤0.01% 553
2025
Q1 		– Sell
-122
Closed -$7.02K – 466
2024
Q4 		$7.02K Hold
122
– – 0.02% 498
2024
Q3 		$6.31K Hold
122
– – 0.02% 493
2024
Q2 		$5.87K Hold
122
– – 0.01% 569
2024
Q1 		$5.57K Buy
+122
New +$5.14K 0.01% 604

Other funds holding FLS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return