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

Park Square 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 Q1	–	Sell	-15	Closed	-$545	–	278
2025 Q4	$545	Buy	15 +5	+50%	+$222	﹤0.01%	219
2025 Q3	$438	Sell	10 -30	-75%	-$1.26K	﹤0.01%	235
2025 Q2	$1.6K	Buy	40 +25	+167%	+$965	﹤0.01%	923
2025 Q1	$582	Sell	15 -25	-63%	-$954	﹤0.01%	924
2024 Q4	$1.45K	Buy	+40	New	+$1.58K	﹤0.01%	874

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

Park Square Financial Group's GUNR Position: Q1 2026 in Review

Park Square Financial Group sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2026, closing a stake of 15 shares — an estimated $545 sold.

Park Square Financial Group first reported a position in GUNR in Q4 2024 and held it in 5 quarters. The position peaked at $1.6K in Q2 2025. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Park Square Financial Group reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 15 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $545.
Park Square Financial Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and held it in 5 quarters.
Park Square Financial Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.6K in Q2 2025.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.