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SBI Securities’s Goosehead Insurance GSHD Stock Holding History

SBI Securities’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86K Buy
59
+10
+20% +$413 ﹤0.01% 2420
2026
Q1 		$2.09K Sell
49
-1
-2% -$56 ﹤0.01% 2410
2025
Q4 		$3.68K Buy
50
+4
+9% +$285 ﹤0.01% 2148
2025
Q3 		$3.42K Buy
46
+22
+92% +$1.94K ﹤0.01% 2211
2025
Q2 		$2.53K Hold
24
– – ﹤0.01% 2288
2025
Q1 		$2.83K Buy
24
+7
+41% +$785 ﹤0.01% 2145
2024
Q4 		$1.82K Buy
+17
New +$1.86K ﹤0.01% 2348

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

SBI Securities's GSHD Position: Q2 2026 in Review

SBI Securities increased its Goosehead Insurance (GSHD) stake by 20% in Q2 2026, buying an estimated $413 and bringing the position to 59 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

SBI Securities first reported a position in GSHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68K in Q4 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • SBI Securities held 59 shares of Goosehead Insurance worth $2.86K as of Q2 2026.
  • SBI Securities bought 10 Goosehead Insurance shares in Q2 2026, an estimated $413.
  • Goosehead Insurance made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2420 holding.
  • SBI Securities first reported a position in Goosehead Insurance in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Goosehead Insurance position peaked at $3.68K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.