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Advantage Trust Company’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Advantage Trust Company’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.85M Buy
87,305
+49,352
+130% +$4.28M 2.76% 12
2026
Q1 		$2.97M Buy
+37,953
New +$3.08M 1.33% 13

Other funds holding QLC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Advantage Trust Company's QLC Position: Q2 2026 in Review

Advantage Trust Company increased its FlexShares US Quality Large Cap Index Fund (QLC) stake by 130% in Q2 2026, buying an estimated $4.28M and bringing the position to 87,305 shares worth $7.85M. The position accounts for 2.76% of the portfolio, ranked #12.

Advantage Trust Company first reported a position in QLC in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold QLC as of Q2 2026.

  • Advantage Trust Company held 87,305 shares of FlexShares US Quality Large Cap Index Fund worth $7.85M as of Q2 2026.
  • Advantage Trust Company bought 49,352 FlexShares US Quality Large Cap Index Fund shares in Q2 2026, an estimated $4.28M.
  • FlexShares US Quality Large Cap Index Fund made up 2.76% of Advantage Trust Company's portfolio in Q2 2026, its #12 holding.
  • Advantage Trust Company first reported a position in FlexShares US Quality Large Cap Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.