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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atomi Financial Group's GAB Position: Q1 2026 in Review

Atomi Financial Group increased its Gabelli Equity Trust (GAB) stake by 4.1% in Q1 2026, buying an estimated $6.29K and bringing the position to 26,793 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Atomi Financial Group first reported a position in GAB in Q4 2025 and has held it in 2 quarters since. The position peaked at $159K in Q4 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Atomi Financial Group held 26,793 shares of Gabelli Equity Trust worth $150K as of Q1 2026.
  • Atomi Financial Group bought 1,049 Gabelli Equity Trust shares in Q1 2026, an estimated $6.29K.
  • Gabelli Equity Trust made up ﹤0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1175 holding.
  • Atomi Financial Group first reported a position in Gabelli Equity Trust in Q4 2025 and has held it in 2 quarters since.
  • Atomi Financial Group's Gabelli Equity Trust position peaked at $159K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.