Pinnacle Associates’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Pinnacle Associates’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	$352K	Sell	6,389 -29	-0.5%	-$1.51K	﹤0.01%	745
2025 Q4	$294K	Sell	6,418 -310	-5%	-$13.8K	﹤0.01%	792
2025 Q3	$295K	Hold	6,728	–	–	﹤0.01%	754
2025 Q2	$270K	Sell	6,728 -235	-3%	-$9.07K	﹤0.01%	761
2025 Q1	$270K	Sell	6,963 -1,851	-21%	-$70.6K	﹤0.01%	735
2024 Q4	$320K	Sell	8,814 -13,202	-60%	-$521K	﹤0.01%	702
2024 Q3	$902K	Buy	22,016 +2,491	+13%	+$100K	0.02%	483
2024 Q2	$784K	Sell	19,525 -422	-2%	-$17.6K	0.01%	504
2024 Q1	$819K	Sell	19,947 -2,069	-9%	-$81K	0.01%	509
2023 Q4	$902K	Sell	22,016 -3,038	-12%	-$121K	0.02%	491
2023 Q3	$1.01M	Sell	25,054 -165,379	-87%	-$6.78M	0.02%	456
2023 Q2	$7.63M	Sell	190,433 -9,435	-5%	-$389K	0.13%	177
2023 Q1	$8.45M	Buy	199,868 +1,911	+1%	+$83.3K	0.17%	145
2022 Q4	$8.61M	Sell	197,957 -13,798	-7%	-$585K	0.19%	143
2022 Q3	$7.96M	Sell	211,755 -16,022	-7%	-$644K	0.18%	146
2022 Q2	$9.04M	Sell	227,777 -4,454	-2%	-$201K	0.2%	140
2022 Q1	$10.9M	Sell	232,231 -8,567	-4%	-$373K	0.19%	142
2021 Q4	$9.51M	Sell	240,798 -6,191	-3%	-$239K	0.16%	153
2021 Q3	$9.04M	Buy	246,989 +855	+0.3%	+$31.9K	0.17%	145
2021 Q2	$9.42M	Buy	246,134 +236,847	+2,550%	+$9.16M	0.17%	146
2021 Q1	$336K	Sell	9,287 -505	-5%	-$18K	0.01%	597
2020 Q4	$319K	Sell	9,792 -825	-8%	-$24.8K	0.01%	578
2020 Q3	$295K	Sell	10,617 -2,580	-20%	-$75.2K	0.01%	564
2020 Q2	$365K	Sell	13,197 -10,425	-44%	-$273K	0.01%	528
2020 Q1	$532K	Buy	23,622 +790	+3%	+$22.9K	0.02%	455
2019 Q4	$766K	Sell	22,832 -1,385	-6%	-$44.1K	0.02%	462
2019 Q3	$754K	Sell	24,217 -3,561	-13%	-$113K	0.02%	463
2019 Q2	$917K	Sell	27,778 -75	-0.3%	-$2.43K	0.02%	425
2019 Q1	$912K	Sell	27,853 -25	-0.1%	-$797	0.02%	425
2018 Q4	$816K	Buy	+27,878	New	+$876K	0.02%	426

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

Pinnacle Associates's GUNR Position: Q1 2026 in Review

Pinnacle Associates reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.45% in Q1 2026, selling an estimated $1.51K and leaving 6,389 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Pinnacle Associates first reported a position in GUNR in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.9M in Q1 2022. 298 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Pinnacle Associates held 6,389 shares of FlexShares Global Upstream Natural Resources Index Fund worth $352K as of Q1 2026.
Pinnacle Associates sold 29 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $1.51K.
FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #745 holding.
Pinnacle Associates first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2018 and has held it in 30 quarters since.
Pinnacle Associates's FlexShares Global Upstream Natural Resources Index Fund position peaked at $10.9M in Q1 2022.
298 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.