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Purkiss Capital Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Purkiss Capital Advisors’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 		$2.3M Sell
46,700
-1,280
-3% -$68.9K 0.88% 31
2026
Q1 		$2.65M Sell
47,980
-500
-1% -$26.1K 1.16% 19
2025
Q4 		$2.22M Sell
48,480
-3,410
-7% -$151K 1.04% 23
2025
Q3 		$2.27M Sell
51,890
-225
-0.4% -$9.44K 1.09% 20
2025
Q2 		$2.09M Hold
52,115
– – 1.16% 16
2025
Q1 		$2.02M Hold
52,115
– – 1.53% 10
2024
Q4 		$1.89M Buy
+52,115
New +$2.06M 1.64% 11

Other funds holding GUNR

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 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
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Purkiss Capital Advisors's GUNR Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 2.7% in Q2 2026, selling an estimated $68.9K and leaving 46,700 shares worth $2.3M. The position accounts for 0.88% of the portfolio, ranked #31.

Purkiss Capital Advisors first reported a position in GUNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q1 2026. 124 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Purkiss Capital Advisors held 46,700 shares of FlexShares Global Upstream Natural Resources Index Fund worth $2.3M as of Q2 2026.
  • Purkiss Capital Advisors sold 1,280 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $68.9K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.88% of Purkiss Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Purkiss Capital Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.65M in Q1 2026.
  • 124 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.