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Poinciana Advisors Group’s Flowserve FLS Stock Holding History

Poinciana Advisors Group’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
-5,056
Closed -$247K – 134
2025
Q1 		$247K Hold
5,056
– – 0.26% 69
2024
Q4 		$291K Buy
+5,056
New +$290K 0.29% 59

Other funds holding FLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Poinciana Advisors Group's FLS Position: Q2 2025 in Review

Poinciana Advisors Group sold out of Flowserve (FLS) in Q2 2025, closing a stake of 5,056 shares — an estimated $247K sold.

Poinciana Advisors Group first reported a position in FLS in Q4 2024 and held it in 2 quarters. The position peaked at $291K in Q4 2024. 484 funds tracked by Wall St. Rank hold FLS as of Q2 2025.

  • Poinciana Advisors Group reported no remaining Flowserve position as of Q2 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 5,056 Flowserve shares in Q2 2025, an estimated $247K.
  • Poinciana Advisors Group first reported a position in Flowserve in Q4 2024 and held it in 2 quarters.
  • Poinciana Advisors Group's Flowserve position peaked at $291K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Flowserve as of Q2 2025.

Based on Poinciana Advisors Group's 13F filing for Q2 2025, filed 17 Jul 2025.