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Pinnacle Wealth Planning Services’s Flowserve FLS Stock Holding History

Pinnacle Wealth Planning 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 		$5.49K Sell
74
-766
-91% -$58.2K ﹤0.01% 2269
2026
Q1 		$61.7K Sell
840
-4
-0.5% -$317 0.01% 1076
2025
Q4 		$58.6K Buy
+844
New +$54.2K 0.01% 1098
2021
Q1 		– Sell
-181
Closed -$7K – 925
2020
Q4 		$7K Buy
+181
New +$5.92K ﹤0.01% 1517

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

Pinnacle Wealth Planning Services's FLS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Flowserve (FLS) stake by 91% in Q2 2026, selling an estimated $58.2K and leaving 74 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Pinnacle Wealth Planning Services first reported a position in FLS in Q4 2020 and has held it in 4 quarters since. The position peaked at $61.7K in Q1 2026. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 74 shares of Flowserve worth $5.49K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 766 Flowserve shares in Q2 2026, an estimated $58.2K.
  • Flowserve made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2269 holding.
  • Pinnacle Wealth Planning Services first reported a position in Flowserve in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Flowserve position peaked at $61.7K in Q1 2026.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.