RFP
GBFH

Root Financial Partners’s GBank Financial Holdings GBFH Stock Holding History

Root Financial Partners’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 		$54 Buy
+2
New +$61 ﹤0.01% 3370

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

Root Financial Partners's GBFH Position: Q1 2026 in Review

Root Financial Partners opened a new position in GBank Financial Holdings (GBFH) in Q1 2026: 2 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #3370 among its holdings.

69 funds tracked by Wall St. Rank hold GBFH as of Q1 2026.

  • Root Financial Partners held 2 shares of GBank Financial Holdings worth $54 as of Q1 2026.
  • GBank Financial Holdings was a new Root Financial Partners position in Q1 2026.
  • GBank Financial Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3370 holding.
  • 69 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.