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
Q2 		– Sell
-2
Closed -$54 – 3421
2026
Q1 		$54 Buy
+2
New +$61 ﹤0.01% 3370

Other funds holding GBFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Root Financial Partners's GBFH Position: Q2 2026 in Review

Root Financial Partners sold out of GBank Financial Holdings (GBFH) in Q2 2026, closing a stake of 2 shares — an estimated $54 sold.

Root Financial Partners first reported a position in GBFH in Q1 2026 and held it in 1 quarter. The position peaked at $54 in Q1 2026. 82 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • Root Financial Partners reported no remaining GBank Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 GBank Financial Holdings shares in Q2 2026, an estimated $54.
  • Root Financial Partners first reported a position in GBank Financial Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's GBank Financial Holdings position peaked at $54 in Q1 2026.
  • 82 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.