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Root Financial Partners’s Flowserve FLS Stock Holding History

Root Financial Partners’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
-944
Closed -$69.4K – 1395
2026
Q1 		$69.4K Buy
944
+464
+97% +$36.7K ﹤0.01% 721
2025
Q4 		$33.3K Buy
480
+82
+21% +$5.27K ﹤0.01% 892
2025
Q3 		$21.1K Buy
+398
New +$21.6K ﹤0.01% 1092

Other funds holding FLS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Root Financial Partners's FLS Position: Q2 2026 in Review

Root Financial Partners sold out of Flowserve (FLS) in Q2 2026, closing a stake of 944 shares — an estimated $69.4K sold.

Root Financial Partners first reported a position in FLS in Q3 2025 and held it in 3 quarters. The position peaked at $69.4K in Q1 2026. 178 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Root Financial Partners reported no remaining Flowserve position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 944 Flowserve shares in Q2 2026, an estimated $69.4K.
  • Root Financial Partners first reported a position in Flowserve in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Flowserve position peaked at $69.4K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.