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AmeriFlex Group’s Gladstone Capital GLAD Stock Holding History

AmeriFlex Group’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Sell
6,210
-302
-5% -$5.72K 0.05% 303
2026
Q1 		$113K Hold
6,512
– – 0.06% 258
2025
Q4 		$135K Sell
6,512
-4,162
-39% -$84.2K 0.07% 227
2025
Q3 		$233K Buy
+10,674
New +$281K 0.09% 191
2025
Q2 		– Sell
-11,249
Closed -$309K – 1145
2025
Q1 		$309K Sell
11,249
-2,375
-17% -$67.7K 0.13% 166
2024
Q4 		$406K Buy
+13,624
New +$353K 0.19% 114

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

AmeriFlex Group's GLAD Position: Q2 2026 in Review

AmeriFlex Group reduced its Gladstone Capital (GLAD) stake by 4.6% in Q2 2026, selling an estimated $5.72K and leaving 6,210 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #303.

AmeriFlex Group first reported a position in GLAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $406K in Q4 2024. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • AmeriFlex Group held 6,210 shares of Gladstone Capital worth $121K as of Q2 2026.
  • AmeriFlex Group sold 302 Gladstone Capital shares in Q2 2026, an estimated $5.72K.
  • Gladstone Capital made up 0.05% of AmeriFlex Group's portfolio in Q2 2026, its #303 holding.
  • AmeriFlex Group first reported a position in Gladstone Capital in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Gladstone Capital position peaked at $406K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

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