RF
QLV icon

Rossby Financial’s FlexShares US Quality Low Volatility Index Fund QLV Stock Holding History

Rossby Financial’s Portfolio QLV Stock Details QLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Buy
25,899
+9,791
+61% +$718K 0.38% 53
2025
Q4 		$1.16M Buy
+16,108
New +$1.16M 0.36% 49

Other funds holding QLV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $212M AUM
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rossby Financial's QLV Position: Q1 2026 in Review

Rossby Financial increased its FlexShares US Quality Low Volatility Index Fund (QLV) stake by 61% in Q1 2026, buying an estimated $718K and bringing the position to 25,899 shares worth $1.87M. The position accounts for 0.38% of the portfolio, ranked #53.

Rossby Financial first reported a position in QLV in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold QLV as of Q1 2026.

  • Rossby Financial held 25,899 shares of FlexShares US Quality Low Volatility Index Fund worth $1.87M as of Q1 2026.
  • Rossby Financial bought 9,791 FlexShares US Quality Low Volatility Index Fund shares in Q1 2026, an estimated $718K.
  • FlexShares US Quality Low Volatility Index Fund made up 0.38% of Rossby Financial's portfolio in Q1 2026, its #53 holding.
  • Rossby Financial first reported a position in FlexShares US Quality Low Volatility Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held FlexShares US Quality Low Volatility Index Fund as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.