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Pinnacle Wealth Management’s Flowserve FLS Stock Holding History

Pinnacle Wealth Management’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
Q2 		– Sell
-13,801
Closed -$674K – 49
2025
Q1 		$674K Buy
+13,801
New +$784K 0.76% 29

Other funds holding FLS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Pinnacle Wealth Management's FLS Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of Flowserve (FLS) in Q2 2025, closing a stake of 13,801 shares — an estimated $674K sold.

Pinnacle Wealth Management first reported a position in FLS in Q1 2025 and held it in 1 quarter. The position peaked at $674K in Q1 2025. 484 funds tracked by Wall St. Rank hold FLS as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Flowserve position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 13,801 Flowserve shares in Q2 2025, an estimated $674K.
  • Pinnacle Wealth Management first reported a position in Flowserve in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Flowserve position peaked at $674K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held Flowserve as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.