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Lewis Asset Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Lewis Asset Management’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 		$305K Buy
6,180
+259
+4% +$13.9K 0.11% 173
2026
Q1 		$327K Buy
+5,921
New +$309K 0.13% 154

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

Lewis Asset Management's GUNR Position: Q2 2026 in Review

Lewis Asset Management increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 4.4% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,180 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #173.

Lewis Asset Management first reported a position in GUNR in Q1 2026 and has held it in 2 quarters since. The position peaked at $327K in Q1 2026. 134 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Lewis Asset Management held 6,180 shares of FlexShares Global Upstream Natural Resources Index Fund worth $305K as of Q2 2026.
  • Lewis Asset Management bought 259 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $13.9K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #173 holding.
  • Lewis Asset Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Lewis Asset Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $327K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.