Position in GATX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,251,138
+$40,763 QoQ
Shares Held
7,061
-0.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#154
of 409 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GATX Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,853,401 across 3 Rental & Leasing Services names. GATX ranks #1 (67.5% of the industry book) .
All Filings in GATX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,138 | 7,061 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,210,375 | 7,089 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,183,808 | 6,980 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,236,535 | 7,074 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,086,129 | 7,073 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,106,919 | 7,129 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,250,992 | 8,073 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $1,095,014 | 8,273 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $586,113 | 4,373 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,120,811 | 9,323 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,000,474 | 9,193 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,183,506 | 9,193 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||