Klingman & Associates’s The Greenbrier Companies GBX Stock Holding History

Klingman & Associates’s Portfolio GBX Stock Details GBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	4,566 -73	-2%	-$3.59K	0.01%	320
2026 Q1	$244K	Buy	4,639 +82	+2%	+$4.33K	0.01%	293
2025 Q4	$213K	Buy	4,557 +144	+3%	+$6.46K	0.01%	309
2025 Q3	$204K	Buy	4,413 +13	+0.3%	+$620	0.01%	312
2025 Q2	$203K	Hold	4,400	–	–	0.01%	307
2025 Q1	$225K	Hold	4,400	–	–	0.01%	247
2024 Q4	$268K	Hold	4,400	–	–	0.02%	216
2024 Q3	$224K	Hold	4,400	–	–	0.01%	251
2024 Q2	$218K	Hold	4,400	–	–	0.01%	231
2024 Q1	$229K	Buy	+4,400	New	+$212K	0.02%	222
2022 Q2	–	Sell	-4,400	Closed	-$227K	–	199
2022 Q1	$227K	Buy	+4,400	New	+$198K	0.02%	188
2016 Q3	–	Sell	-200	Closed	-$6K	–	377
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	319
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	319
2015 Q4	$7K	Hold	200	–	–	﹤0.01%	321
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	348
2015 Q2	$9K	Hold	200	–	–	﹤0.01%	313
2015 Q1	$12K	Hold	200	–	–	﹤0.01%	267
2014 Q4	$10K	Buy	+200	New	+$11.3K	﹤0.01%	283

Other funds holding GBX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

Klingman & Associates's GBX Position: Q2 2026 in Review

Klingman & Associates reduced its The Greenbrier Companies (GBX) stake by 1.6% in Q2 2026, selling an estimated $3.59K and leaving 4,566 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #320.

Klingman & Associates first reported a position in GBX in Q4 2014 and has held it in 18 quarters since. The position peaked at $268K in Q4 2024. 269 funds tracked by Wall St. Rank hold GBX as of Q2 2026.

Klingman & Associates held 4,566 shares of The Greenbrier Companies worth $224K as of Q2 2026.
Klingman & Associates sold 73 The Greenbrier Companies shares in Q2 2026, an estimated $3.59K.
The Greenbrier Companies made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #320 holding.
Klingman & Associates first reported a position in The Greenbrier Companies in Q4 2014 and has held it in 18 quarters since.
Klingman & Associates's The Greenbrier Companies position peaked at $268K in Q4 2024.
269 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.