Allied Investment Advisors, LLC GBCI — GLACIER BANCORP INC NEW

Ownership history in Allied Investment Advisors, LLC  ·  35 quarters on record

AI Ownership Summary

Allied Investment Advisors, LLC reported GLACIER BANCORP INC NEW (GBCI) in 35 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.16% in 2024 Q4. The latest visible filing shows GBCI at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GBCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allied Investment Advisors, LLC's position in GLACIER BANCORP INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GBCI was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allied Investment Advisors, LLC held GBCI — position size vs. price
% of Fund (quarterly)    GBCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 18,577 +50 +0.3% 0.12% $958K 2026-07-20 $52.30
2026 Q1 UNCHANGED — — — 18,527 — 0% 0.12% $828K 2026-04-27 $49.09
2025 Q4 REDUCED — — — 18,527 -574 -3.0% 0.13% $816K 2026-02-09 $52.50
2025 Q3 ADDED — — — 19,101 +4,270 +28.8% 0.15% $930K 2025-11-04 $40.01
2025 Q2 UNCHANGED — — — 14,831 — 0% 0.11% $639K 2025-07-31 $42.62
2025 Q1 REDUCED — — — 14,831 -500 -3.3% 0.12% $656K 2025-04-08 $36.54
2024 Q4 ADDED — — — 15,331 +500 +3.4% 0.16% $770K 2025-01-31 $47.54
2024 Q3 ADDED — — — 14,831 +643 +4.5% 0.13% $678K 2024-10-04 $43.05
2024 Q2 UNCHANGED — — — 14,188 — 0% 0.12% $529K 2024-07-12 $37.22
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Allied Investment Advisors, LLC and GBCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allied Investment Advisors, LLC reported owning GBCI?

Allied Investment Advisors, LLC reported GBCI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GBCI position in Allied Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for GBCI was 0.16% in 2024 Q4.

What is the latest reported GBCI position on this page?

The most recent filing on this page is 2026 Q2, when Allied Investment Advisors, LLC reported 18,577 shares, equal to 0.12% of portfolio, with an estimated market value of $958K.

What does the chart on this GBCI ownership page compare?

The chart compares Allied Investment Advisors, LLC's quarterly GBCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Allied Investment Advisors, LLC time their GBCI position?

Based on 13F filing dates vs. subsequent GBCI price moves, Allied Investment Advisors, LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on GBCI relative to SPY over the holding period was +65.6%.

← Back to Allied Investment Advisors, LLC Holdings