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JFS Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

JFS 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 		$5.31K Hold
103
– – ﹤0.01% 1253
2026
Q1 		$4.6K Buy
103
+6
+6% +$284 ﹤0.01% 1224
2025
Q4 		$4.27K Buy
97
+28
+41% +$1.23K ﹤0.01% 1299
2025
Q3 		$3.36K Sell
69
-2
-3% -$94 ﹤0.01% 1280
2025
Q2 		$3.06K Sell
71
-8
-10% -$332 ﹤0.01% 1263
2025
Q1 		$3.49K Buy
79
+11
+16% +$530 ﹤0.01% 1271
2024
Q4 		$3.42K Hold
68
– – ﹤0.01% 1272
2024
Q3 		$3.11K Buy
68
+3
+5% +$130 ﹤0.01% 1302
2024
Q2 		$2.43K Hold
65
– – ﹤0.01% 1359
2024
Q1 		$2.62K Sell
65
-10
-13% -$387 ﹤0.01% 1345
2023
Q4 		$3.1K Buy
75
+62
+477% +$2.11K ﹤0.01% 1245
2023
Q3 		$371 Sell
13
-37
-74% -$1.15K ﹤0.01% 1786
2023
Q2 		$1.56K Sell
50
-14
-22% -$462 ﹤0.01% 1478
2023
Q1 		$2.69K Sell
64
-27
-30% -$1.24K ﹤0.01% 1247
2022
Q4 		$4.5K Buy
91
+4
+5% +$216 ﹤0.01% 1029
2022
Q3 		$4K Sell
87
-8
-8% -$404 ﹤0.01% 1060
2022
Q2 		$5K Buy
95
+41
+76% +$1.93K ﹤0.01% 983
2022
Q1 		$3K Buy
54
+33
+157% +$1.78K ﹤0.01% 1244
2021
Q4 		$1K Buy
+21
New +$1.19K ﹤0.01% 1365
2018
Q2 		– Sell
-23
Closed -$1K – 499
2018
Q1 		$1K Buy
+23
New +$906 ﹤0.01% 497

Other funds holding GBCI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWP
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
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return