Waverly Advisors’s The Greenbrier Companies GBX Stock Holding History

Waverly Advisors’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	$284K	Buy	5,393 +51	+1%	+$2.69K	﹤0.01%	1324
2025 Q4	$250K	Sell	5,342 -24	-0.4%	-$1.08K	﹤0.01%	1293
2025 Q3	$248K	Buy	5,366 +120	+2%	+$5.72K	﹤0.01%	1115
2025 Q2	$242K	Buy	5,246 +12	+0.2%	+$537	﹤0.01%	1056
2025 Q1	$268K	Buy	5,234 +7	+0.1%	+$418	﹤0.01%	961
2024 Q4	$319K	Hold	5,227	–	–	﹤0.01%	803
2024 Q3	$266K	Sell	5,227 -3	-0.1%	-$143	﹤0.01%	710
2024 Q2	$259K	Sell	5,230 -997	-16%	-$51.7K	0.01%	701
2024 Q1	$324K	Buy	+6,227	New	+$300K	0.01%	550

Other funds holding GBX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $51.9B AUM 40.86% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broad Bay Capital Management New York $972M 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