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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
Q3 		$4.33M Buy
225,027
+89,446
+66% +$1.75M 0.17% 124
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

MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFS
Fortress Financial Solutions Tucson, Arizona $118M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

B. Riley Wealth Advisors's GLAD Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Gladstone Capital (GLAD) stake by 66% in Q3 2026, buying an estimated $1.75M and bringing the position to 225,027 shares worth $4.33M. The position accounts for 0.17% of the portfolio, ranked #124.

B. Riley Wealth Advisors first reported a position in GLAD in Q1 2018 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold GLAD as of Q3 2026.

  • B. Riley Wealth Advisors held 225,027 shares of Gladstone Capital worth $4.33M as of Q3 2026.
  • B. Riley Wealth Advisors bought 89,446 Gladstone Capital shares in Q3 2026, an estimated $1.75M.
  • Gladstone Capital made up 0.17% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #124 holding.
  • B. Riley Wealth Advisors first reported a position in Gladstone Capital in Q1 2018 and has held it in 9 quarters since.
  • 8 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.