KAS
GBFH

Kestra Advisory Services’s GBank Financial Holdings GBFH Stock Holding History

Kestra Advisory Services’s Portfolio GBFH Stock Details GBFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,500
Closed -$220K – 4582
2025
Q4 		$220K Buy
+6,500
New +$238K ﹤0.01% 2807
2025
Q3 		– Sell
-6,500
Closed -$230K – 3060
2025
Q2 		$230K Buy
+6,500
New +$254K ﹤0.01% 2560

Other funds holding GBFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Kestra Advisory Services's GBFH Position: Q1 2026 in Review

Kestra Advisory Services sold out of GBank Financial Holdings (GBFH) in Q1 2026, closing a stake of 6,500 shares — an estimated $220K sold.

Kestra Advisory Services first reported a position in GBFH in Q2 2025 and held it in 2 quarters. The position peaked at $230K in Q2 2025. 69 funds tracked by Wall St. Rank hold GBFH as of Q1 2026.

  • Kestra Advisory Services reported no remaining GBank Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,500 GBank Financial Holdings shares in Q1 2026, an estimated $220K.
  • Kestra Advisory Services first reported a position in GBank Financial Holdings in Q2 2025 and held it in 2 quarters.
  • Kestra Advisory Services's GBank Financial Holdings position peaked at $230K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.