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Summit Financial’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Summit Financial’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.52M Buy
32,261
+361
+1% +$29.3K 0.03% 512
2025
Q4 		$2.58M Buy
31,900
+8,212
+35% +$654K 0.04% 423
2025
Q3 		$1.85M Buy
+23,688
New +$1.76M 0.03% 496

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's QLC Position: Q1 2026 in Review

Summit Financial increased its FlexShares US Quality Large Cap Index Fund (QLC) stake by 1.1% in Q1 2026, buying an estimated $29.3K and bringing the position to 32,261 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #512.

Summit Financial first reported a position in QLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.58M in Q4 2025. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

  • Summit Financial held 32,261 shares of FlexShares US Quality Large Cap Index Fund worth $2.52M as of Q1 2026.
  • Summit Financial bought 361 FlexShares US Quality Large Cap Index Fund shares in Q1 2026, an estimated $29.3K.
  • FlexShares US Quality Large Cap Index Fund made up 0.03% of Summit Financial's portfolio in Q1 2026, its #512 holding.
  • Summit Financial first reported a position in FlexShares US Quality Large Cap Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's FlexShares US Quality Large Cap Index Fund position peaked at $2.58M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.