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Glacier Ban shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Glacier Ban (GBCI) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Glacier Ban

Tip: Access up to 7 years of quarterly data

All positions including Glacier Ban held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Glacier Ban by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.4M 33k 42.01
2022-12-31 $1.5M 29k 49.42
2022-09-30 $1.3M 26k 49.12
2022-06-30 $1.0M 21k 47.41
2022-03-31 $996k 20k 50.26
2021-12-31 $964k 17k 56.67

More positions owned by Congress Wealth Management LLC / DE /

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Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Glacier Ban

Vanguard Group
Cooke & Bieler
Neuberger Berman Group
Dimensional Fund Advisors
Townsquare Capital
Charles Schwab Investment Management
Bank of New York Mellon
Jennifer Ranahan
Victory Capital Management
Segall Bryant & Hamill
Madison Asset Management
Goldman Sachs Group
Massachusetts Financial Services
Fisher Investments
Raymond James & Associates

View all funds holding Glacier Ban