Gradient Investments’s Glacier Bancorp GBCI Stock Holding History

Gradient Investments’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	$3.04M	Buy	58,919 +430	+0.7%	+$20.7K	0.04%	228
2026 Q1	$2.61M	Buy	+58,489	New	+$2.77M	0.04%	231
2024 Q1	–	Sell	-15	Closed	-$620	–	1463
2023 Q4	$620	Hold	15	–	–	﹤0.01%	1547
2023 Q3	$428	Hold	15	–	–	﹤0.01%	1577
2023 Q2	$468	Buy	+15	New	+$495	﹤0.01%	1545
2019 Q4	–	Sell	-12	Closed	–	–	1143
2019 Q3	$0	Buy	+12	New	+$480	﹤0.01%	1151

Other funds holding GBCI

Handelsbanken Fonder

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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 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

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

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return