Legacy Bridge’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Legacy Bridge’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	$65.2K	Hold	1,182	–	–	0.02%	190
2025 Q4	$54.2K	Hold	1,182	–	–	0.02%	189
2025 Q3	$51.7K	Hold	1,182	–	–	0.02%	191
2025 Q2	$47.4K	Hold	1,182	–	–	0.02%	187
2025 Q1	$45.9K	Hold	1,182	–	–	0.03%	186
2024 Q4	$43K	Hold	1,182	–	–	0.02%	197
2024 Q3	$48.8K	Hold	1,182	–	–	0.03%	196
2024 Q2	$47.4K	Hold	1,182	–	–	0.03%	185
2024 Q1	$48.5K	Hold	1,182	–	–	0.03%	195
2023 Q4	$48.4K	Hold	1,182	–	–	0.03%	189
2023 Q3	$47.8K	Hold	1,182	–	–	0.03%	190
2023 Q2	$47.4K	Hold	1,182	–	–	0.03%	194
2023 Q1	$50K	Hold	1,182	–	–	0.03%	194
2022 Q4	$51.4K	Hold	1,182	–	–	0.04%	191
2022 Q3	$44K	Hold	1,182	–	–	0.04%	187
2022 Q2	$47K	Hold	1,182	–	–	0.03%	190
2022 Q1	$55K	Hold	1,182	–	–	0.03%	194
2021 Q4	$47K	Hold	1,182	–	–	0.02%	201
2021 Q3	$43K	Hold	1,182	–	–	0.02%	197
2021 Q2	$45K	Hold	1,182	–	–	0.03%	201
2021 Q1	$43K	Hold	1,182	–	–	0.03%	200
2020 Q4	$38K	Hold	1,182	–	–	0.03%	198
2020 Q3	$33K	Hold	1,182	–	–	0.03%	193
2020 Q2	$33K	Hold	1,182	–	–	0.04%	190
2020 Q1	$27K	Hold	1,182	–	–	0.03%	186
2019 Q4	$40K	Hold	1,182	–	–	0.03%	190
2019 Q3	$37K	Hold	1,182	–	–	0.04%	190
2019 Q2	$39K	Hold	1,182	–	–	0.04%	186
2019 Q1	$39K	Hold	1,182	–	–	0.04%	181
2018 Q4	$35K	Buy	+1,182	New	+$37.1K	0.04%	172

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 $1.92B AUM 19.65% 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

Legacy Bridge's GUNR Position: Q1 2026 in Review

Legacy Bridge held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q1 2026 at 1,182 shares worth $65.2K. The position accounts for 0.02% of the portfolio, ranked #190.

Legacy Bridge first reported a position in GUNR in Q4 2018 and has held it in 30 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Legacy Bridge held 1,182 shares of FlexShares Global Upstream Natural Resources Index Fund worth $65.2K as of Q1 2026.
Legacy Bridge left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q1 2026.
FlexShares Global Upstream Natural Resources Index Fund made up 0.02% of Legacy Bridge's portfolio in Q1 2026, its #190 holding.
Legacy Bridge first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2018 and has held it in 30 quarters since.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.