Congress Wealth Management’s Glacier Bancorp GBCI Stock Holding History

Congress Wealth Management’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
2023 Q2	–	Sell	-32,630	Closed	-$1.37M	–	563
2023 Q1	$1.37M	Buy	32,630 +3,223	+11%	+$147K	0.03%	313
2022 Q4	$1.45M	Buy	29,407 +3,024	+11%	+$163K	0.04%	296
2022 Q3	$1.3M	Buy	26,383 +4,975	+23%	+$252K	0.04%	308
2022 Q2	$1.01M	Buy	21,408 +1,592	+8%	+$75K	0.03%	334
2022 Q1	$996K	Buy	19,816 +2,806	+16%	+$152K	0.02%	353
2021 Q4	$964K	Buy	+17,010	New	+$963K	0.02%	375

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Congress Wealth Management's GBCI Position: Q2 2023 in Review

Congress Wealth Management sold out of Glacier Bancorp (GBCI) in Q2 2023, closing a stake of 32,630 shares — an estimated $1.37M sold.

Congress Wealth Management first reported a position in GBCI in Q4 2021 and held it in 6 quarters. The position peaked at $1.45M in Q4 2022. 308 funds tracked by Wall St. Rank hold GBCI as of Q2 2023.

Congress Wealth Management reported no remaining Glacier Bancorp position as of Q2 2023 after selling out during the quarter.
Congress Wealth Management sold 32,630 Glacier Bancorp shares in Q2 2023, an estimated $1.37M.
Congress Wealth Management first reported a position in Glacier Bancorp in Q4 2021 and held it in 6 quarters.
Congress Wealth Management's Glacier Bancorp position peaked at $1.45M in Q4 2022.
308 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2023.

Based on Congress Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.