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Atomi Financial Group’s Gabelli Equity Trust GAB Stock Holding History

Atomi Financial Group’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 		$143K Sell
25,337
-1,456
-5% -$8.14K ﹤0.01% 1227
2026
Q1 		$150K Buy
26,793
+1,049
+4% +$6.29K ﹤0.01% 1175
2025
Q4 		$159K Buy
+25,744
New +$156K ﹤0.01% 1166

Other funds holding GAB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
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

Atomi Financial Group's GAB Position: Q2 2026 in Review

Atomi Financial Group reduced its Gabelli Equity Trust (GAB) stake by 5.4% in Q2 2026, selling an estimated $8.14K and leaving 25,337 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Atomi Financial Group first reported a position in GAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q4 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Atomi Financial Group held 25,337 shares of Gabelli Equity Trust worth $143K as of Q2 2026.
  • Atomi Financial Group sold 1,456 Gabelli Equity Trust shares in Q2 2026, an estimated $8.14K.
  • Gabelli Equity Trust made up ﹤0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1227 holding.
  • Atomi Financial Group first reported a position in Gabelli Equity Trust in Q4 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's Gabelli Equity Trust position peaked at $159K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.