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Advisory Advocates’s Gabelli Equity Trust GAB Stock Holding History

Advisory Advocates’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$578K Buy
102,128
+90
+0.1% +$503 0.5% 66
2026
Q1 		$571K Buy
102,038
+4,600
+5% +$27.6K 0.58% 65
2025
Q4 		$601K Buy
+97,438
New +$592K 0.6% 62

Other funds holding GAB

UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Advisory Advocates's GAB Position: Q2 2026 in Review

Advisory Advocates increased its Gabelli Equity Trust (GAB) stake by 0.09% in Q2 2026, buying an estimated $503 and bringing the position to 102,128 shares worth $578K. The position accounts for 0.5% of the portfolio, ranked #66.

Advisory Advocates first reported a position in GAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $601K in Q4 2025. 210 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Advisory Advocates held 102,128 shares of Gabelli Equity Trust worth $578K as of Q2 2026.
  • Advisory Advocates bought 90 Gabelli Equity Trust shares in Q2 2026, an estimated $503.
  • Gabelli Equity Trust made up 0.5% of Advisory Advocates's portfolio in Q2 2026, its #66 holding.
  • Advisory Advocates first reported a position in Gabelli Equity Trust in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Gabelli Equity Trust position peaked at $601K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.