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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capstone Financial Advisors's GGB Position: Q1 2026 in Review

Capstone Financial Advisors sold out of Gerdau (GGB) in Q1 2026, closing a stake of 10,000 shares — an estimated $36.9K sold.

Capstone Financial Advisors first reported a position in GGB in Q2 2016 and held it in 20 quarters. The position peaked at $89K in Q1 2018. 194 funds tracked by Wall St. Rank hold GGB as of Q1 2026.

Capstone Financial Advisors reported no remaining Gerdau position as of Q1 2026 after selling out during the quarter.
Capstone Financial Advisors sold 10,000 Gerdau shares in Q1 2026, an estimated $36.9K.
Capstone Financial Advisors first reported a position in Gerdau in Q2 2016 and held it in 20 quarters.
Capstone Financial Advisors's Gerdau position peaked at $89K in Q1 2018.
194 funds tracked by Wall St. Rank held Gerdau as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.