Position in GBCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$201,162
New position
Shares Held
3,900
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#312
of 430 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $4,721,202 across 6 Banks - Regional names. GBCI ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
51,526 | $3,112,170 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,381 | $586,249 | |
| 3 | TFC |
Truist Financial Corp
|
6,722 | $334,890 | |
| 4 | RF |
Regions Financial Corp
|
8,218 | $248,183 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
7,443 | $238,548 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
This page
|
3,900 | $201,162 |
All Filings in GBCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,162 | 3,900 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||