Kingswood Wealth Advisors’s GATX Corp GATX Stock Holding History

Kingswood Wealth Advisors’s Portfolio GATX Stock Details GATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Sell	7,061 -28	-0.4%	-$5.1K	0.05%	358
2026 Q1	$1.21M	Buy	7,089 +109	+2%	+$19.6K	0.06%	337
2025 Q4	$1.18M	Sell	6,980 -94	-1%	-$15.5K	0.06%	316
2025 Q3	$1.24M	Buy	7,074 +1	+0%	+$162	0.07%	271
2025 Q2	$1.09M	Sell	7,073 -56	-0.8%	-$8.39K	0.09%	251
2025 Q1	$1.11M	Sell	7,129 -944	-12%	-$150K	0.1%	225
2024 Q4	$1.25M	Buy	+8,073	New	+$1.2M	0.09%	227
2024 Q3	–	Sell	-8,273	Closed	-$1.1M	–	698
2024 Q2	$1.1M	Buy	8,273 +3,900	+89%	+$514K	0.1%	216
2024 Q1	$586K	Sell	4,373 -4,950	-53%	-$623K	0.07%	308
2023 Q4	$1.12M	Buy	9,323 +130	+1%	+$14.3K	0.13%	175
2023 Q3	$1M	Hold	9,193	–	–	0.17%	142
2023 Q2	$1.18M	Buy	+9,193	New	+$1.08M	0.38%	65

Other funds holding GATX

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kingswood Wealth Advisors's GATX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its GATX Corp (GATX) stake by 0.39% in Q2 2026, selling an estimated $5.1K and leaving 7,061 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #358.

Kingswood Wealth Advisors first reported a position in GATX in Q2 2023 and has held it in 12 quarters since. 409 funds tracked by Wall St. Rank hold GATX as of Q2 2026.

Kingswood Wealth Advisors held 7,061 shares of GATX Corp worth $1.25M as of Q2 2026.
Kingswood Wealth Advisors sold 28 GATX Corp shares in Q2 2026, an estimated $5.1K.
GATX Corp made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #358 holding.
Kingswood Wealth Advisors first reported a position in GATX Corp in Q2 2023 and has held it in 12 quarters since.
409 funds tracked by Wall St. Rank held GATX Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.