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Atria Investments’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Atria Investments’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Buy
16,730
+9,904
+145% +$809K 0.01% 905
2025
Q4 		$552K Buy
6,826
+3,366
+97% +$270K 0.01% 1383
2025
Q3 		$275K Buy
+3,460
New +$265K ﹤0.01% 1769

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's QDF Position: Q1 2026 in Review

Atria Investments increased its FlexShares Quality Dividend Index Fund (QDF) stake by 145% in Q1 2026, buying an estimated $809K and bringing the position to 16,730 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #905.

Atria Investments first reported a position in QDF in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold QDF as of Q1 2026.

  • Atria Investments held 16,730 shares of FlexShares Quality Dividend Index Fund worth $1.32M as of Q1 2026.
  • Atria Investments bought 9,904 FlexShares Quality Dividend Index Fund shares in Q1 2026, an estimated $809K.
  • FlexShares Quality Dividend Index Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #905 holding.
  • Atria Investments first reported a position in FlexShares Quality Dividend Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.