Fort Point Capital Partners’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Fort Point Capital Partners’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 Q1	$438K	Sell	7,939 -614	-7%	-$32K	0.05%	150
2025 Q4	$422K	Hold	8,553	–	–	0.05%	159
2025 Q3	$374K	Buy	8,553 +1,263	+17%	+$53K	0.04%	168
2025 Q2	$292K	Sell	7,290 -1,262	-15%	-$48.7K	0.02%	283
2025 Q1	$332K	Buy	8,552 +9	+0.1%	+$343	0.04%	258
2024 Q4	$311K	Sell	8,543 -39	-0.5%	-$1.54K	0.03%	261
2024 Q3	$354K	Buy	8,582 +1,327	+18%	+$53.3K	0.04%	220
2024 Q2	$291K	Hold	7,255	–	–	0.04%	260
2024 Q1	$298K	Hold	7,255	–	–	0.04%	260
2023 Q4	$297K	Hold	7,255	–	–	0.04%	239
2023 Q3	$293K	Buy	+7,255	New	+$297K	0.04%	213

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Fort Point Capital Partners's GUNR Position: Q1 2026 in Review

Fort Point Capital Partners reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 7.2% in Q1 2026, selling an estimated $32K and leaving 7,939 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #150.

Fort Point Capital Partners first reported a position in GUNR in Q3 2023 and has held it in 11 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Fort Point Capital Partners held 7,939 shares of FlexShares Global Upstream Natural Resources Index Fund worth $438K as of Q1 2026.
Fort Point Capital Partners sold 614 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $32K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.05% of Fort Point Capital Partners's portfolio in Q1 2026, its #150 holding.
Fort Point Capital Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2023 and has held it in 11 quarters since.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.