SBK Financial’s Gartner IT Stock Holding History

SBK Financial’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-51	Closed	-$8.08K	–	321
2026 Q1	$8.08K	Buy	+51	New	+$9.38K	0.01%	172

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SBK Financial's IT Position: Q2 2026 in Review

SBK Financial sold out of Gartner (IT) in Q2 2026, closing a stake of 51 shares — an estimated $8.08K sold.

SBK Financial first reported a position in IT in Q1 2026 and held it in 1 quarter. The position peaked at $8.08K in Q1 2026. 656 funds tracked by Wall St. Rank hold IT as of Q2 2026.

SBK Financial reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 51 Gartner shares in Q2 2026, an estimated $8.08K.
SBK Financial first reported a position in Gartner in Q1 2026 and held it in 1 quarter.
SBK Financial's Gartner position peaked at $8.08K in Q1 2026.
656 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.