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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Flowserve FLS Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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 		$9.27K Sell
125
-470
-79% -$35.7K ﹤0.01% 1577
2026
Q1 		$43.7K Buy
595
+470
+376% +$37.2K 0.01% 1035
2025
Q4 		$8.67K Hold
125
– – ﹤0.01% 1667
2025
Q3 		$6.64K Hold
125
– – ﹤0.01% 1726
2025
Q2 		$6.54K Hold
125
– – ﹤0.01% 1687
2025
Q1 		$6.1K Hold
125
– – ﹤0.01% 1696
2024
Q4 		$7.19K Hold
125
– – ﹤0.01% 1583
2024
Q3 		$6.46K Buy
+125
New +$6.02K ﹤0.01% 1673

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
D1 Capital Partners
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s FLS Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Flowserve (FLS) stake by 79% in Q2 2026, selling an estimated $35.7K and leaving 125 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in FLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $43.7K in Q1 2026. 593 funds tracked by Wall St. Rank hold FLS as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 125 shares of Flowserve worth $9.27K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 470 Flowserve shares in Q2 2026, an estimated $35.7K.
  • Flowserve made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1577 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Flowserve in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Flowserve position peaked at $43.7K in Q1 2026.
  • 593 funds tracked by Wall St. Rank held Flowserve as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.