Position in GBCI
as of Jun 30, 2026
· filed Aug 26, 2026
Position Value
$267,545
+$23,915 QoQ
Shares Held
5,187
-4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#286
of 430 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBCI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Brown Financial Advisors holds $3,805,760 across 11 Banks - Regional names. GBCI ranks #9 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
33,542 | $773,143 | |
| 2 | USB |
US Bancorp De
|
8,260 | $498,904 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,019 | $405,436 | |
| 4 | NWG |
NatWest Group plc
|
17,584 | $310,005 | |
| 5 | LYG |
Lloyds Banking Group plc
|
51,604 | $300,851 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
30,114 | $288,492 | |
| 7 | KB |
KB Financial Group Inc.
|
2,626 | $275,624 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,089 | $273,084 |
All Filings in GBCI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,545 | 5,187 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 | $243,630 | 5,454 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||