PL
GUNR icon

Plancorp LLC’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Plancorp LLC’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 		$236K Sell
4,668
-1
-0% -$54 0.01% 378
2026
Q1 		$260K Hold
4,669
– – 0.01% 319
2025
Q4 		$214K Hold
4,669
– – 0.01% 344
2025
Q3 		$204K Buy
+4,669
New +$196K 0.01% 361
2025
Q1 		– Sell
-6,230
Closed -$227K – 368
2024
Q4 		$227K Buy
+6,230
New +$246K 0.01% 296

Other funds holding GUNR

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
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
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
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Plancorp LLC's GUNR Position: Q2 2026 in Review

Plancorp LLC reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.02% in Q2 2026, selling an estimated $54 and leaving 4,668 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #378.

Plancorp LLC first reported a position in GUNR in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q1 2026. 73 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Plancorp LLC held 4,668 shares of FlexShares Global Upstream Natural Resources Index Fund worth $236K as of Q2 2026.
  • Plancorp LLC sold 1 FlexShares Global Upstream Natural Resources Index Fund share in Q2 2026, an estimated $54.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #378 holding.
  • Plancorp LLC first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and has held it in 5 quarters since.
  • Plancorp LLC's FlexShares Global Upstream Natural Resources Index Fund position peaked at $260K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.