SFA
GBFH

Sequoia Financial Advisors’s GBank Financial Holdings GBFH Stock Holding History

Sequoia Financial Advisors’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 		$606K Buy
19,988
+1
+0% +$29 ﹤0.01% 1224
2026
Q1 		$535K Buy
+19,987
New +$614K ﹤0.01% 1238

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

Sequoia Financial Advisors's GBFH Position: Q2 2026 in Review

Sequoia Financial Advisors increased its GBank Financial Holdings (GBFH) stake by 0.01% in Q2 2026, buying an estimated $29 and bringing the position to 19,988 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Sequoia Financial Advisors first reported a position in GBFH in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • Sequoia Financial Advisors held 19,988 shares of GBank Financial Holdings worth $606K as of Q2 2026.
  • Sequoia Financial Advisors bought 1 GBank Financial Holdings share in Q2 2026, an estimated $29.
  • GBank Financial Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1224 holding.
  • Sequoia Financial Advisors first reported a position in GBank Financial Holdings in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.