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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Root Financial Partners reduced its The Greenbrier Companies (GBX) stake by 4.9% in Q1 2026, selling an estimated $317 and leaving 116 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Root Financial Partners first reported a position in GBX in Q3 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold GBX as of Q1 2026.

  • Root Financial Partners held 116 shares of The Greenbrier Companies worth $6.11K as of Q1 2026.
  • Root Financial Partners sold 6 The Greenbrier Companies shares in Q1 2026, an estimated $317.
  • The Greenbrier Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1876 holding.
  • Root Financial Partners first reported a position in The Greenbrier Companies in Q3 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2026.

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