Bailard’s Gibraltar Industries ROCK Stock Holding History

Bailard’s Portfolio ROCK Stock Details ROCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$483K	Buy	12,200 +1,600	+15%	+$71.8K	0.01%	503
2026 Q2	$478K	Buy	+10,600	New	+$415K	0.01%	517
2026 Q1	–	Sell	-9,047	Closed	-$447K	–	813
2025 Q4	$447K	Buy	+9,047	New	+$518K	0.01%	494
2025 Q3	–	Sell	-7,500	Closed	-$443K	–	866
2025 Q2	$443K	Sell	7,500 -2,753	-27%	-$158K	0.01%	521
2025 Q1	$601K	Buy	10,253 +6,753	+193%	+$420K	0.02%	425
2024 Q4	$206K	Buy	+3,500	New	+$239K	0.01%	683
2024 Q1	–	Sell	-8,500	Closed	-$671K	–	801
2023 Q4	$671K	Sell	8,500 -1,100	-11%	-$75.2K	0.02%	379
2023 Q3	$648K	Buy	9,600 +2,000	+26%	+$137K	0.02%	349
2023 Q2	$478K	Buy	7,600 +3,000	+65%	+$162K	0.02%	407
2023 Q1	$223K	Buy	+4,600	New	+$235K	0.01%	608

Other funds holding ROCK

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's ROCK Position: Q3 2026 in Review

Bailard increased its Gibraltar Industries (ROCK) stake by 15% in Q3 2026, buying an estimated $71.8K and bringing the position to 12,200 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #503.

Bailard first reported a position in ROCK in Q1 2023 and has held it in 10 quarters since. The position peaked at $671K in Q4 2023. 15 funds tracked by Wall St. Rank hold ROCK as of Q3 2026.

Bailard held 12,200 shares of Gibraltar Industries worth $483K as of Q3 2026.
Bailard bought 1,600 Gibraltar Industries shares in Q3 2026, an estimated $71.8K.
Gibraltar Industries made up 0.01% of Bailard's portfolio in Q3 2026, its #503 holding.
Bailard first reported a position in Gibraltar Industries in Q1 2023 and has held it in 10 quarters since.
Bailard's Gibraltar Industries position peaked at $671K in Q4 2023.
15 funds tracked by Wall St. Rank held Gibraltar Industries as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.