Dynamic Advisor Solutions’s Glacier Bancorp GBCI Stock Holding History

Dynamic Advisor Solutions’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	$1.67M	Sell	32,469 -19,611	-38%	-$945K	0.05%	376
2026 Q1	$2.33M	Sell	52,080 -157	-0.3%	-$7.43K	0.07%	274
2025 Q4	$2.3M	Sell	52,237 -22	-0%	-$965	0.07%	265
2025 Q3	$2.54M	Buy	52,259 +98	+0.2%	+$4.59K	0.07%	272
2025 Q2	$2.25M	Buy	52,161 +92	+0.2%	+$3.81K	0.07%	281
2025 Q1	$2.3M	Sell	52,069 -10	-0%	-$482	0.08%	253
2024 Q4	$2.62M	Hold	52,079	–	–	0.11%	178
2024 Q3	$2.38M	Hold	52,079	–	–	0.07%	265
2024 Q2	$1.94M	Hold	52,079	–	–	0.06%	297
2024 Q1	$2.1M	Buy	52,079 +10	+0%	+$387	0.07%	290
2023 Q4	$2.1M	Buy	52,069 +34	+0.1%	+$1.16K	0.08%	279
2023 Q3	$1.48M	Sell	52,035 -10	-0%	-$309	0.07%	286
2023 Q2	$1.62M	Buy	52,045 +241	+0.5%	+$7.96K	0.08%	252
2023 Q1	$2.18M	Buy	51,804 +5	+0%	+$229	0.13%	203
2022 Q4	$2.56M	Sell	51,799 -5,758	-10%	-$311K	0.17%	144
2022 Q3	$2.83M	Sell	57,557 -2,687	-4%	-$136K	0.22%	113
2022 Q2	$2.86M	Buy	60,244 +57	+0.1%	+$2.69K	0.22%	105
2022 Q1	$3.03M	Sell	60,187 -4,347	-7%	-$235K	0.21%	109
2021 Q4	$3.66M	Buy	64,534 +42,780	+197%	+$2.42M	0.26%	87
2021 Q3	$1.2M	Sell	21,754 -226	-1%	-$11.9K	0.09%	248
2021 Q2	$1.21M	Buy	21,980 +8	+0%	+$468	0.1%	246
2021 Q1	$1.25M	Sell	21,972 -1,359	-6%	-$73.4K	0.12%	211
2020 Q4	$1.07M	Sell	23,331 -2,368	-9%	-$95.7K	0.1%	229
2020 Q3	$824K	Hold	25,699	–	–	0.09%	234
2020 Q2	$907K	Hold	25,699	–	–	0.12%	197
2020 Q1	$874K	Hold	25,699	–	–	0.16%	167
2019 Q4	$1.18M	Buy	25,699 +13	+0.1%	+$561	0.16%	162
2019 Q3	$1.04M	Hold	25,686	–	–	0.16%	158
2019 Q2	$1.04M	Hold	25,686	–	–	0.17%	157
2019 Q1	$1.03M	Hold	25,686	–	–	0.19%	130
2018 Q4	$1.1M	Hold	25,686	–	–	0.23%	118
2018 Q3	$1.11M	Buy	25,686 +240	+0.9%	+$10.4K	0.23%	124
2018 Q2	$984K	Buy	+25,446	New	+$993K	0.22%	131

Other funds holding GBCI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return