Planning Strategies Inc.’s Flowserve FLS Stock Holding History

Planning Strategies Inc.’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	$1.48K	Buy	+20	New	+$1.52K	﹤0.01%	662

Other funds holding FLS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Planning Strategies Inc.'s FLS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Flowserve (FLS) in Q2 2026: 20 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings.

178 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

Planning Strategies Inc. held 20 shares of Flowserve worth $1.48K as of Q2 2026.
Flowserve was a new Planning Strategies Inc. position in Q2 2026.
Flowserve made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #662 holding.
178 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.