Toth Financial Advisory’s Flowserve FLS Stock Holding History

Toth Financial Advisory’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	$85.2K	Buy	1,165 +275	+31%	+$20.6K	0.01%	317
2026 Q2	$66K	Sell	890 -3,060	-77%	-$233K	0.01%	349
2026 Q1	$290K	Buy	3,950 +2,950	+295%	+$234K	0.03%	192
2025 Q4	$69.4K	Hold	1,000	–	–	0.01%	308
2025 Q3	$53.1K	Buy	+1,000	New	+$54.3K	0.01%	344
2023 Q4	–	Sell	-15,000	Closed	-$597K	–	752
2023 Q3	$597K	Buy	+15,000	New	+$579K	0.09%	139

Other funds holding FLS

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's FLS Position: Q3 2026 in Review

Toth Financial Advisory increased its Flowserve (FLS) stake by 31% in Q3 2026, buying an estimated $20.6K and bringing the position to 1,165 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #317.

Toth Financial Advisory first reported a position in FLS in Q3 2023 and has held it in 6 quarters since. The position peaked at $597K in Q3 2023. 22 funds tracked by Wall St. Rank hold FLS as of Q3 2026.

Toth Financial Advisory held 1,165 shares of Flowserve worth $85.2K as of Q3 2026.
Toth Financial Advisory bought 275 Flowserve shares in Q3 2026, an estimated $20.6K.
Flowserve made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #317 holding.
Toth Financial Advisory first reported a position in Flowserve in Q3 2023 and has held it in 6 quarters since.
Toth Financial Advisory's Flowserve position peaked at $597K in Q3 2023.
22 funds tracked by Wall St. Rank held Flowserve as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.