AG
GAIN icon

AmeriFlex Group’s Gladstone Investment Corp GAIN Stock Holding History

AmeriFlex Group’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$275K Buy
19,358
+50
+0.3% +$697 0.14% 145
2025
Q4 		$270K Sell
19,308
-23,030
-54% -$319K 0.14% 134
2025
Q3 		$585K Buy
+42,338
New +$596K 0.22% 88
2025
Q2 		– Sell
-46,205
Closed -$617K – 1143
2025
Q1 		$617K Sell
46,205
-5,547
-11% -$74.4K 0.25% 88
2024
Q4 		$699K Buy
+51,752
New +$707K 0.32% 66

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AmeriFlex Group's GAIN Position: Q1 2026 in Review

AmeriFlex Group increased its Gladstone Investment Corp (GAIN) stake by 0.26% in Q1 2026, buying an estimated $697 and bringing the position to 19,358 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #145.

AmeriFlex Group first reported a position in GAIN in Q4 2024 and has held it in 5 quarters since. The position peaked at $699K in Q4 2024. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • AmeriFlex Group held 19,358 shares of Gladstone Investment Corp worth $275K as of Q1 2026.
  • AmeriFlex Group bought 50 Gladstone Investment Corp shares in Q1 2026, an estimated $697.
  • Gladstone Investment Corp made up 0.14% of AmeriFlex Group's portfolio in Q1 2026, its #145 holding.
  • AmeriFlex Group first reported a position in Gladstone Investment Corp in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's Gladstone Investment Corp position peaked at $699K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.