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Venturi Wealth Management’s Glacier Bancorp GBCI Stock Holding History

Venturi Wealth Management’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,365
Closed -$219K – 1060
2024
Q4 		$219K Buy
4,365
+1,370
+46% +$71.6K 0.01% 524
2024
Q3 		$137K Buy
2,995
+927
+45% +$40K 0.01% 500
2024
Q2 		$77.2K Buy
+2,068
New +$76.8K ﹤0.01% 557

Other funds holding GBCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Venturi Wealth Management's GBCI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Glacier Bancorp (GBCI) in Q1 2025, closing a stake of 4,365 shares — an estimated $219K sold.

Venturi Wealth Management first reported a position in GBCI in Q2 2024 and held it in 3 quarters. The position peaked at $219K in Q4 2024. 349 funds tracked by Wall St. Rank hold GBCI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Glacier Bancorp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 4,365 Glacier Bancorp shares in Q1 2025, an estimated $219K.
  • Venturi Wealth Management first reported a position in Glacier Bancorp in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Glacier Bancorp position peaked at $219K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.