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Flexshares Tr us quality cap shares owned by Summit Financial

Quarter-by-quarter ownership of Flexshares Tr us quality cap (QLC) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Flexshares Tr us quality cap

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr us quality cap held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr us quality cap by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 24k 77.97

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Flexshares Tr us quality cap

Northern Trust
Envestnet Asset Management
Commonwealth Equity Services
Mml Investors Services
LPL Financial
Fundamentun
Stark Wealth Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Herold Advisors
Goldman Sachs Group
Summit Financial
Empirical Asset Management
Park National Corp
Hanlon Investment Management

View all funds holding Flexshares Tr us quality cap