SAG
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SageView Advisory Group’s Flowserve FLS Stock Holding History

SageView Advisory 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
2026
Q2 		$457K Sell
6,165
-35
-0.6% -$2.66K 0.02% 383
2026
Q1 		$456K Hold
6,200
– – 0.02% 368
2025
Q4 		$430K Sell
6,200
-1,045
-14% -$67.2K 0.01% 393
2025
Q3 		$385K Buy
7,245
+90
+1% +$4.89K 0.01% 441
2025
Q2 		$393K Buy
7,155
+155
+2% +$7.29K 0.01% 427
2025
Q1 		$342K Buy
7,000
+2,500
+56% +$142K 0.01% 434
2024
Q4 		$259K Hold
4,500
– – 0.01% 500
2024
Q3 		$233K Sell
4,500
-202
-4% -$9.73K 0.01% 462
2024
Q2 		$226K Buy
+4,702
New +$225K 0.01% 509

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

SageView Advisory Group's FLS Position: Q2 2026 in Review

SageView Advisory Group reduced its Flowserve (FLS) stake by 0.56% in Q2 2026, selling an estimated $2.66K and leaving 6,165 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #383.

SageView Advisory Group first reported a position in FLS in Q2 2024 and has held it in 9 quarters since. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • SageView Advisory Group held 6,165 shares of Flowserve worth $457K as of Q2 2026.
  • SageView Advisory Group sold 35 Flowserve shares in Q2 2026, an estimated $2.66K.
  • Flowserve made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #383 holding.
  • SageView Advisory Group first reported a position in Flowserve in Q2 2024 and has held it in 9 quarters since.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.