Patriot Financial Group Insurance Agency’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio QLC Stock Details QLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$612K	Sell	6,808 -1,158	-15%	-$100K	0.06%	280
2026 Q1	$623K	Buy	7,966 +4,596	+136%	+$373K	0.04%	393
2025 Q4	$273K	Buy	3,370 +4	+0.1%	+$318	0.03%	405
2025 Q3	$262K	Sell	3,366 -173	-5%	-$12.8K	0.03%	409
2025 Q2	$252K	Buy	+3,539	New	+$232K	0.03%	447
2022 Q4	–	Sell	-5,164	Closed	-$205K	–	447
2022 Q3	$205K	Sell	5,164 -1,693	-25%	-$74.6K	0.05%	364
2022 Q2	$288K	Buy	6,857 +814	+13%	+$37.1K	0.06%	311
2022 Q1	$302K	Buy	6,043 +389	+7%	+$19.2K	0.05%	325
2021 Q4	$295K	Buy	5,654 +118	+2%	+$5.94K	0.05%	357
2021 Q3	$263K	Buy	5,536 +2,836	+105%	+$139K	0.05%	378
2021 Q2	$128K	Buy	2,700 +344	+15%	+$15.8K	0.02%	550
2021 Q1	$103K	Buy	2,356 +1,408	+149%	+$59.7K	0.02%	546
2020 Q4	$39K	Hold	948	–	–	0.01%	768
2020 Q3	$35K	Buy	+948	New	+$34.6K	0.01%	629

Other funds holding QLC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QLC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its FlexShares US Quality Large Cap Index Fund (QLC) stake by 15% in Q2 2026, selling an estimated $100K and leaving 6,808 shares worth $612K. The position accounts for 0.06% of the portfolio, ranked #280.

Patriot Financial Group Insurance Agency first reported a position in QLC in Q3 2020 and has held it in 14 quarters since. The position peaked at $623K in Q1 2026. 39 funds tracked by Wall St. Rank hold QLC as of Q2 2026.

Patriot Financial Group Insurance Agency held 6,808 shares of FlexShares US Quality Large Cap Index Fund worth $612K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 1,158 FlexShares US Quality Large Cap Index Fund shares in Q2 2026, an estimated $100K.
FlexShares US Quality Large Cap Index Fund made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #280 holding.
Patriot Financial Group Insurance Agency first reported a position in FlexShares US Quality Large Cap Index Fund in Q3 2020 and has held it in 14 quarters since.
Patriot Financial Group Insurance Agency's FlexShares US Quality Large Cap Index Fund position peaked at $623K in Q1 2026.
39 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.