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Plancorp LLC’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Plancorp LLC’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Hold
3,430
– – 0.01% 388
2026
Q1 		$224K Hold
3,430
– – 0.01% 341
2025
Q4 		$208K Hold
3,430
– – 0.01% 352
2025
Q3 		$216K Hold
3,430
– – 0.01% 350
2025
Q2 		$212K Buy
+3,430
New +$204K 0.01% 349

Other funds holding NFRA

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Plancorp LLC's NFRA Position: Q2 2026 in Review

Plancorp LLC held its FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) position steady in Q2 2026 at 3,430 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #388.

Plancorp LLC first reported a position in NFRA in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold NFRA as of Q2 2026.

  • Plancorp LLC held 3,430 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $224K as of Q2 2026.
  • Plancorp LLC left its FlexShares STOXX Global Broad Infrastructure Index Fund share count unchanged in Q2 2026.
  • FlexShares STOXX Global Broad Infrastructure Index Fund made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #388 holding.
  • Plancorp LLC first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2026.

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