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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LGT Financial Advisors's FLS Position: Q3 2025 in Review

LGT Financial Advisors sold out of Flowserve (FLS) in Q3 2025, closing a stake of 3 shares — an estimated $157 sold.

LGT Financial Advisors first reported a position in FLS in Q1 2024 and held it in 5 quarters. The position peaked at $7.02K in Q4 2024. 519 funds tracked by Wall St. Rank hold FLS as of Q3 2025.

  • LGT Financial Advisors reported no remaining Flowserve position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 3 Flowserve shares in Q3 2025, an estimated $157.
  • LGT Financial Advisors first reported a position in Flowserve in Q1 2024 and held it in 5 quarters.
  • LGT Financial Advisors's Flowserve position peaked at $7.02K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Flowserve as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.