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Rossby Financial’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Rossby Financial’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 		$385K Sell
7,822
-4,057
-34% -$218K 0.07% 245
2026
Q1 		$655K Buy
11,879
+2,053
+21% +$107K 0.13% 143
2025
Q4 		$451K Buy
+9,826
New +$436K 0.14% 130

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.14B AUM 24.79% 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

Rossby Financial's GUNR Position: Q2 2026 in Review

Rossby Financial reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 34% in Q2 2026, selling an estimated $218K and leaving 7,822 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #245.

Rossby Financial first reported a position in GUNR in Q4 2025 and has held it in 3 quarters since. The position peaked at $655K in Q1 2026. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Rossby Financial held 7,822 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $385K as of Q2 2026.
  • Rossby Financial sold 4,057 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $218K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.07% of Rossby Financial's portfolio in Q2 2026, its #245 holding.
  • Rossby Financial first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $655K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.