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B. Riley Wealth Advisors’s Gladstone Capital GLAD Stock Holding History

B. Riley Wealth Advisors’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 		$2.64M Buy
135,581
+47,286
+54% +$896K 0.14% 151
2026
Q1 		$1.52M Buy
+88,295
New +$1.69M 0.1% 203
2019
Q3 		– Sell
-11,014
Closed -$199K – 828
2019
Q2 		$199K Sell
11,014
-425
-4% -$7.92K 0.02% 719
2019
Q1 		$168K Hold
11,439
– – 0.02% 670
2018
Q4 		$168K Sell
11,439
-734
-6% -$12.9K 0.02% 590
2018
Q3 		$231K Buy
12,173
+185
+2% +$3.52K 0.03% 596
2018
Q2 		$216K Buy
11,988
+4,857
+68% +$86.8K 0.03% 587
2018
Q1 		$123K Buy
+7,131
New +$128K 0.02% 621

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

B. Riley Wealth Advisors's GLAD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Gladstone Capital (GLAD) stake by 54% in Q2 2026, buying an estimated $896K and bringing the position to 135,581 shares worth $2.64M. The position accounts for 0.14% of the portfolio, ranked #151.

B. Riley Wealth Advisors first reported a position in GLAD in Q1 2018 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • B. Riley Wealth Advisors held 135,581 shares of Gladstone Capital worth $2.64M as of Q2 2026.
  • B. Riley Wealth Advisors bought 47,286 Gladstone Capital shares in Q2 2026, an estimated $896K.
  • Gladstone Capital made up 0.14% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • B. Riley Wealth Advisors first reported a position in Gladstone Capital in Q1 2018 and has held it in 8 quarters since.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.