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Summit Securities Group’s Flowserve FLS Stock Holding History

Summit Securities 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 		$89.1K Buy
+1,201
New +$91.3K 0.01% 443
2023
Q1 		– Sell
-4,806
Closed -$147K – 978
2022
Q4 		$147K Buy
+4,806
New +$140K 0.01% 530

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

Summit Securities Group's FLS Position: Q2 2026 in Review

Summit Securities Group opened a new position in Flowserve (FLS) in Q2 2026: 1,201 shares worth $89.1K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in FLS as recently as Q4 2022.

Summit Securities Group first reported a position in FLS in Q4 2022 and has held it in 2 quarters since. The position peaked at $147K in Q4 2022. 591 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • Summit Securities Group held 1,201 shares of Flowserve worth $89.1K as of Q2 2026.
  • Flowserve was a new Summit Securities Group position in Q2 2026.
  • Flowserve made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #443 holding.
  • Summit Securities Group first reported a position in Flowserve in Q4 2022 and has held it in 2 quarters since.
  • Summit Securities Group's Flowserve position peaked at $147K in Q4 2022.
  • 591 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.