Capstone Financial Advisors’s Gerdau GGB Stock Holding History

Capstone Financial Advisors’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000	Closed	-$36.9K	–	197
2025 Q4	$36.9K	Hold	10,000	–	–	﹤0.01%	179
2025 Q3	$31K	Hold	10,000	–	–	﹤0.01%	181
2025 Q2	$29.2K	Hold	10,000	–	–	﹤0.01%	171
2025 Q1	$28.4K	Hold	10,000	–	–	﹤0.01%	154
2024 Q4	$28.8K	Hold	10,000	–	–	﹤0.01%	152
2024 Q3	$35K	Buy	+10,000	New	+$32.7K	﹤0.01%	154
2019 Q4	–	Sell	-23,940	Closed	-$60K	–	111
2019 Q3	$60K	Hold	23,940	–	–	0.01%	94
2019 Q2	$74K	Hold	23,940	–	–	0.01%	87
2019 Q1	$74K	Hold	23,940	–	–	0.01%	88
2018 Q4	$71K	Hold	23,940	–	–	0.01%	82
2018 Q3	$80K	Hold	23,940	–	–	0.02%	81
2018 Q2	$67K	Hold	23,940	–	–	0.02%	79
2018 Q1	$89K	Hold	23,940	–	–	0.03%	85
2017 Q4	$71K	Hold	23,940	–	–	0.03%	77
2017 Q3	$65K	Hold	23,940	–	–	0.03%	79
2017 Q2	$58K	Hold	23,940	–	–	0.03%	71
2017 Q1	$66K	Hold	23,940	–	–	0.03%	66
2016 Q4	$60K	Buy	23,940 +756	+3%	+$2.06K	0.03%	67
2016 Q3	$50K	Hold	23,184	–	–	0.03%	67
2016 Q2	$33K	Buy	+23,184	New	+$34.2K	0.02%	65

Other funds holding GGB

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Aquamarine Financial George Town $1.37B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return