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Gilbert Capital Group’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Gilbert Capital Group’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
Q2 		$207K Buy
+2,306
New +$200K 0.15% 55
2026
Q1 		– Sell
-2,503
Closed -$202K – 54
2025
Q4 		$202K Buy
+2,503
New +$201K 0.15% 53

Other funds holding QDF

LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Gilbert Capital Group's QDF Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in FlexShares Quality Dividend Index Fund (QDF) in Q2 2026: 2,306 shares worth $207K. The stake represents 0.15% of the portfolio and ranks #55 among its holdings. This is a return to the name: Gilbert Capital Group previously reported a position in QDF as recently as Q4 2025.

Gilbert Capital Group first reported a position in QDF in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold QDF as of Q2 2026.

  • Gilbert Capital Group held 2,306 shares of FlexShares Quality Dividend Index Fund worth $207K as of Q2 2026.
  • FlexShares Quality Dividend Index Fund was a new Gilbert Capital Group position in Q2 2026.
  • FlexShares Quality Dividend Index Fund made up 0.15% of Gilbert Capital Group's portfolio in Q2 2026, its #55 holding.
  • Gilbert Capital Group first reported a position in FlexShares Quality Dividend Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.