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 Q2	$292K	Sell	18,858 -500	-3%	-$7.85K	0.12%	167
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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AmeriFlex Group's GAIN Position: Q2 2026 in Review

AmeriFlex Group reduced its Gladstone Investment Corp (GAIN) stake by 2.6% in Q2 2026, selling an estimated $7.85K and leaving 18,858 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #167.

AmeriFlex Group first reported a position in GAIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $699K in Q4 2024. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

AmeriFlex Group held 18,858 shares of Gladstone Investment Corp worth $292K as of Q2 2026.
AmeriFlex Group sold 500 Gladstone Investment Corp shares in Q2 2026, an estimated $7.85K.
Gladstone Investment Corp made up 0.12% of AmeriFlex Group's portfolio in Q2 2026, its #167 holding.
AmeriFlex Group first reported a position in Gladstone Investment Corp in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Gladstone Investment Corp position peaked at $699K in Q4 2024.
94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.