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Bogart Wealth LLC’s Glacier Bancorp GBCI Stock Holding History

Bogart Wealth LLC’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.84K Sell
152
-10
-6% -$482 ﹤0.01% 1070
2026
Q1 		$7.24K Buy
+162
New +$7.67K ﹤0.01% 973

Other funds holding GBCI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Bogart Wealth LLC's GBCI Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Glacier Bancorp (GBCI) stake by 6.2% in Q2 2026, selling an estimated $482 and leaving 152 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Bogart Wealth LLC first reported a position in GBCI in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold GBCI as of Q2 2026.

  • Bogart Wealth LLC held 152 shares of Glacier Bancorp worth $7.84K as of Q2 2026.
  • Bogart Wealth LLC sold 10 Glacier Bancorp shares in Q2 2026, an estimated $482.
  • Glacier Bancorp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1070 holding.
  • Bogart Wealth LLC first reported a position in Glacier Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.