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Capital Advisors Ltd’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Capital Advisors Ltd’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 		$520K Buy
5,783
+1,034
+22% +$89.7K 0.05% 178
2026
Q1 		$371K Buy
4,749
+2,800
+144% +$227K 0.04% 209
2025
Q4 		$158K Buy
+1,949
New +$155K 0.02% 307

Other funds holding QLC

ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
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
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

Capital Advisors Ltd's QLC Position: Q2 2026 in Review

Capital Advisors Ltd increased its FlexShares US Quality Large Cap Index Fund (QLC) stake by 22% in Q2 2026, buying an estimated $89.7K and bringing the position to 5,783 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #178.

Capital Advisors Ltd first reported a position in QLC in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold QLC as of Q2 2026.

  • Capital Advisors Ltd held 5,783 shares of FlexShares US Quality Large Cap Index Fund worth $520K as of Q2 2026.
  • Capital Advisors Ltd bought 1,034 FlexShares US Quality Large Cap Index Fund shares in Q2 2026, an estimated $89.7K.
  • FlexShares US Quality Large Cap Index Fund made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #178 holding.
  • Capital Advisors Ltd first reported a position in FlexShares US Quality Large Cap Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.