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Forum Financial Management’s Glacier Bancorp GBCI Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-4,601
Closed -$224K – 1030
2025
Q3 		$224K Buy
+4,601
New +$216K ﹤0.01% 903
2025
Q1 		– Sell
-5,209
Closed -$262K – 891
2024
Q4 		$262K Buy
+5,209
New +$272K ﹤0.01% 694

Other funds holding GBCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Forum Financial Management's GBCI Position: Q4 2025 in Review

Forum Financial Management sold out of Glacier Bancorp (GBCI) in Q4 2025, closing a stake of 4,601 shares — an estimated $224K sold.

Forum Financial Management first reported a position in GBCI in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 388 funds tracked by Wall St. Rank hold GBCI as of Q4 2025.

  • Forum Financial Management reported no remaining Glacier Bancorp position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 4,601 Glacier Bancorp shares in Q4 2025, an estimated $224K.
  • Forum Financial Management first reported a position in Glacier Bancorp in Q4 2024 and held it in 2 quarters.
  • Forum Financial Management's Glacier Bancorp position peaked at $262K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Glacier Bancorp as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.