Root Financial Partners
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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
Q3 		$40.6K Buy
+555
New +$41.7K ﹤0.01% 1193
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 		$21.2K Buy
+398
New +$21.6K ﹤0.01% 1092

Other funds holding FLS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's FLS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Flowserve (FLS) in Q3 2026: 555 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FLS as recently as Q1 2026.

Root Financial Partners first reported a position in FLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.4K in Q1 2026. 442 funds tracked by Wall St. Rank hold FLS as of Q3 2026.

  • Root Financial Partners held 555 shares of Flowserve worth $40.6K as of Q3 2026.
  • Flowserve was a new Root Financial Partners position in Q3 2026.
  • Flowserve made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1193 holding.
  • Root Financial Partners first reported a position in Flowserve in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Flowserve position peaked at $69.4K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Flowserve as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.