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Atomi Financial Group’s Gladstone Capital GLAD Stock Holding History

Atomi Financial 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
2025
Q3 		– Sell
-22,212
Closed -$599K – 1187
2025
Q2 		$599K Buy
22,212
+1,675
+8% +$43.4K 0.02% 514
2025
Q1 		$564K Buy
20,537
+2,620
+15% +$74.7K 0.03% 483
2024
Q4 		$510K Buy
+17,917
New +$464K 0.03% 473
2024
Q2 		– Sell
-13,874
Closed -$298K – 816
2024
Q1 		$298K Buy
13,874
+1,306
+10% +$27.4K 0.03% 543
2023
Q4 		$269K Buy
+12,568
New +$251K 0.04% 451

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Atomi Financial Group's GLAD Position: Q3 2025 in Review

Atomi Financial Group sold out of Gladstone Capital (GLAD) in Q3 2025, closing a stake of 22,212 shares — an estimated $599K sold.

Atomi Financial Group first reported a position in GLAD in Q4 2023 and held it in 5 quarters. The position peaked at $599K in Q2 2025. 87 funds tracked by Wall St. Rank hold GLAD as of Q3 2025.

  • Atomi Financial Group reported no remaining Gladstone Capital position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 22,212 Gladstone Capital shares in Q3 2025, an estimated $599K.
  • Atomi Financial Group first reported a position in Gladstone Capital in Q4 2023 and held it in 5 quarters.
  • Atomi Financial Group's Gladstone Capital position peaked at $599K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.