GBCI — GLACIER BANCORP INC NEW

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  14 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported GLACIER BANCORP INC NEW (GBCI) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q4. The latest visible filing shows GBCI at 0.14% 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 BALDWIN WEALTH PARTNERS LLC/MA'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 Q1

GBCI was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% 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
2023 Q4 to 2026 Q1

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.

GBCI stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 44,080 — 0% 0.14% $2.0M 2026-04-14 $47.87
2025 Q4 ADDED 44,080 +610 +1.4% 0.12% $1.9M 2026-01-07 $46.20
2025 Q3 REDUCED 43,470 -350 -0.8% 0.14% $2.1M 2025-10-14 $48.34
2025 Q2 UNCHANGED 43,820 — 0% 0.13% $1.9M 2025-07-24 $43.60
2025 Q1 REDUCED 43,820 -600 -1.4% 0.14% $1.9M 2025-04-14 $37.48
2024 Q4 REDUCED 44,420 -150 -0.3% 0.15% $2.2M 2025-01-22 $49.73
2024 Q3 REDUCED 44,570 -228 -0.5% 0.14% $2.0M 2024-10-16 $46.94
2024 Q2 ADDED 44,798 +28 +0.1% 0.13% $1.7M 2024-07-12 $37.45
2024 Q1 UNCHANGED 44,770 — 0% 0.14% $1.8M 2024-04-12 $33.98
2023 Q4 REDUCED 44,770 -5,250 -10.5% 0.15% $1.8M 2024-01-08 $37.91
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GBCI

As of 2026 Q1 — sorted by position size

Onyx Financial Advisors, LLC 3Y 1.5% CULTIVAR CAPITAL, INC. 0.32% Sanchez Gaunt Capital Management, LLC 0.25% Quantum Financial Planning Services, Inc. 0.16% BNC WEALTH MANAGEMENT, LLC 3Y 0.13% McNaughton Wealth Management, LLC 3Y 0.1% LAKE STREET PRIVATE WEALTH, LLC 3Y 7Y 0.1% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.1% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.09% Dynamic Advisor Solutions LLC 3Y 7Y 0.07%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and GBCI

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

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning GBCI?

BALDWIN WEALTH PARTNERS LLC/MA reported GBCI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GBCI position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for GBCI was 0.15% in 2024 Q4.

What is the latest reported GBCI position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 44,080 shares, equal to 0.14% of portfolio, with an estimated market value of $2.0M.

What does the chart on this GBCI ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA'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.

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