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Okabena Investment Services’s Flowserve FLS Stock Holding History

Okabena Investment Services’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 		– Sell
-16,686
Closed -$1.23M – 147
2026
Q1 		$1.23M Sell
16,686
-4,458
-21% -$353K 0.24% 69
2025
Q4 		$1.47M Buy
+21,144
New +$1.36M 0.28% 61

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

Okabena Investment Services's FLS Position: Q2 2026 in Review

Okabena Investment Services sold out of Flowserve (FLS) in Q2 2026, closing a stake of 16,686 shares — an estimated $1.23M sold.

Okabena Investment Services first reported a position in FLS in Q4 2025 and held it in 2 quarters. The position peaked at $1.47M in Q4 2025. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Okabena Investment Services reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
  • Okabena Investment Services sold 16,686 Flowserve shares in Q2 2026, an estimated $1.23M.
  • Okabena Investment Services first reported a position in Flowserve in Q4 2025 and held it in 2 quarters.
  • Okabena Investment Services's Flowserve position peaked at $1.47M in Q4 2025.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.