AWM
GBFH

Arista Wealth Management’s GBank Financial Holdings GBFH Stock Holding History

Arista Wealth Management’s Portfolio GBFH Stock Details GBFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.95M Hold
295,296
– – 0.97% 20
2026
Q1 		$7.9M Hold
295,296
– – 0.96% 20
2025
Q4 		$10M Hold
295,296
– – 1.23% 16
2025
Q3 		$11.6M Hold
295,296
– – 1.44% 16
2025
Q2 		$10.5M Buy
+295,296
New +$11.6M 1.45% 15

Other funds holding GBFH

CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Arista Wealth Management's GBFH Position: Q2 2026 in Review

Arista Wealth Management held its GBank Financial Holdings (GBFH) position steady in Q2 2026 at 295,296 shares worth $8.95M. The position accounts for 0.97% of the portfolio, ranked #20.

Arista Wealth Management first reported a position in GBFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.6M in Q3 2025. 14 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • Arista Wealth Management held 295,296 shares of GBank Financial Holdings worth $8.95M as of Q2 2026.
  • Arista Wealth Management left its GBank Financial Holdings share count unchanged in Q2 2026.
  • GBank Financial Holdings made up 0.97% of Arista Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Arista Wealth Management first reported a position in GBank Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's GBank Financial Holdings position peaked at $11.6M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.