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EP Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

EP Wealth Advisors’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 		$554K Sell
10,733
-2,400
-18% -$116K ﹤0.01% 981
2026
Q1 		$587K Sell
13,133
-17,400
-57% -$824K ﹤0.01% 837
2025
Q4 		$1.34M Buy
+30,533
New +$1.34M 0.01% 533
2025
Q2 		$932K Buy
21,642
+394
+2% +$16.3K 0.01% 578
2025
Q1 		$940K Sell
21,248
-744
-3% -$35.8K 0.01% 520
2024
Q4 		$1.1M Sell
21,992
-881
-4% -$46.1K 0.01% 476
2024
Q3 		$1.05M Sell
22,873
-710
-3% -$30.7K 0.01% 485
2024
Q2 		$880K Sell
23,583
-219
-0.9% -$8.14K 0.01% 418
2024
Q1 		$959K Sell
23,802
-1,105
-4% -$42.8K 0.01% 385
2023
Q4 		$1.03M Hold
24,907
– – 0.01% 358
2023
Q3 		$710K Sell
24,907
-17,033
-41% -$527K 0.01% 394
2023
Q2 		$844K Sell
41,940
-33,060
-44% -$1.09M 0.01% 361
2023
Q1 		$58.8K Buy
75,000
+47,351
+171% +$2.17M ﹤0.01% 603
2022
Q4 		$1.37M Hold
27,649
– – 0.02% 242
2022
Q3 		$1.36M Sell
27,649
-358
-1% -$18.1K 0.03% 218
2022
Q2 		$1.33M Buy
28,007
+315
+1% +$14.8K 0.03% 229
2022
Q1 		$1.39M Buy
27,692
+80
+0.3% +$4.32K 0.03% 232
2021
Q4 		$1.57M Buy
+27,612
New +$1.56M 0.04% 209

Other funds holding GBCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EP Wealth Advisors's GBCI Position: Q2 2026 in Review

EP Wealth Advisors reduced its Glacier Bancorp (GBCI) stake by 18% in Q2 2026, selling an estimated $116K and leaving 10,733 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

EP Wealth Advisors first reported a position in GBCI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.57M in Q4 2021. 433 funds tracked by Wall St. Rank hold GBCI as of Q2 2026.

  • EP Wealth Advisors held 10,733 shares of Glacier Bancorp worth $554K as of Q2 2026.
  • EP Wealth Advisors sold 2,400 Glacier Bancorp shares in Q2 2026, an estimated $116K.
  • Glacier Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #981 holding.
  • EP Wealth Advisors first reported a position in Glacier Bancorp in Q4 2021 and has held it in 18 quarters since.
  • EP Wealth Advisors's Glacier Bancorp position peaked at $1.57M in Q4 2021.
  • 433 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.