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Root Financial Partners’s The Greenbrier Companies GBX Stock Holding History

Root Financial Partners’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 		– Sell
-116
Closed -$6.11K – 1478
2026
Q1 		$6.11K Sell
116
-6
-5% -$317 ﹤0.01% 1876
2025
Q4 		$5.7K Sell
122
-1
-0.8% -$45 ﹤0.01% 1724
2025
Q3 		$5.68K Buy
+123
New +$5.86K ﹤0.01% 1675

Other funds holding GBX

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

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

Root Financial Partners sold out of The Greenbrier Companies (GBX) in Q2 2026, closing a stake of 116 shares — an estimated $6.11K sold.

Root Financial Partners first reported a position in GBX in Q3 2025 and held it in 3 quarters. The position peaked at $6.11K in Q1 2026. 269 funds tracked by Wall St. Rank hold GBX as of Q2 2026.

  • Root Financial Partners reported no remaining The Greenbrier Companies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 116 The Greenbrier Companies shares in Q2 2026, an estimated $6.11K.
  • Root Financial Partners first reported a position in The Greenbrier Companies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's The Greenbrier Companies position peaked at $6.11K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2026.

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