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Clayton Financial Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Clayton Financial Group’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,795
Closed -$540K – 276
2026
Q1 		$540K Hold
9,795
– – 0.28% 41
2025
Q4 		$449K Buy
+9,795
New +$435K 0.23% 46

Other funds holding GUNR

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Clayton Financial Group's GUNR Position: Q2 2026 in Review

Clayton Financial Group sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2026, closing a stake of 9,795 shares — an estimated $540K sold.

Clayton Financial Group first reported a position in GUNR in Q4 2025 and held it in 2 quarters. The position peaked at $540K in Q1 2026. 124 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Clayton Financial Group reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 9,795 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $540K.
  • Clayton Financial Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $540K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.