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SOA Wealth Advisors’s Flowserve FLS Stock Holding History

SOA Wealth Advisors’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 		$30.2K Buy
407
+103
+34% +$7.83K 0.01% 465
2026
Q1 		$22.3K Buy
304
+37
+14% +$2.93K ﹤0.01% 487
2025
Q4 		$18.5K Buy
267
+167
+167% +$10.7K ﹤0.01% 513
2025
Q3 		$5.33K Hold
100
– – ﹤0.01% 665
2025
Q2 		$5.24K Buy
+100
New +$4.7K ﹤0.01% 653
2021
Q2 		– Sell
-139
Closed -$5K – 895
2021
Q1 		$5K Buy
139
+2
+1% +$77 ﹤0.01% 616
2020
Q4 		$5K Buy
+137
New +$4.48K ﹤0.01% 609

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

SOA Wealth Advisors's FLS Position: Q2 2026 in Review

SOA Wealth Advisors increased its Flowserve (FLS) stake by 34% in Q2 2026, buying an estimated $7.83K and bringing the position to 407 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #465.

SOA Wealth Advisors first reported a position in FLS in Q4 2020 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • SOA Wealth Advisors held 407 shares of Flowserve worth $30.2K as of Q2 2026.
  • SOA Wealth Advisors bought 103 Flowserve shares in Q2 2026, an estimated $7.83K.
  • Flowserve made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #465 holding.
  • SOA Wealth Advisors first reported a position in Flowserve in Q4 2020 and has held it in 7 quarters since.
  • 589 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.