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

Fiduciary 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 		$477K Hold
9,688
– – 0.05% 206
2026
Q1 		$534K Hold
9,688
– – 0.07% 164
2025
Q4 		$444K Buy
9,688
+453
+5% +$20.1K 0.06% 183
2025
Q3 		$404K Buy
9,235
+522
+6% +$21.9K 0.06% 188
2025
Q2 		$352K Buy
+8,713
New +$336K 0.06% 195
2025
Q1 		– Sell
-36,563
Closed -$1.35M – 304
2024
Q4 		$1.35M Buy
+36,563
New +$1.44M 0.29% 51

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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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

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

Fiduciary Financial Group held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q2 2026 at 9,688 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #206.

Fiduciary Financial Group first reported a position in GUNR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2024. 134 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Fiduciary Financial Group held 9,688 shares of FlexShares Global Upstream Natural Resources Index Fund worth $477K as of Q2 2026.
  • Fiduciary Financial Group left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q2 2026.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #206 holding.
  • Fiduciary Financial Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Financial Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.35M in Q4 2024.
  • 134 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.