Baird Financial Group
GAIN icon

Baird Financial Group’s Gladstone Investment Corp GAIN Stock Holding History

Baird Financial Group’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Sell
90,300
-501
-0.6% -$6.98K ﹤0.01% 1188
2025
Q4 		$1.27M Buy
90,801
+1
+0% +$14 ﹤0.01% 1172
2025
Q3 		$1.25M Hold
90,800
– – ﹤0.01% 1187
2025
Q2 		$1.3M Sell
90,800
-636
-0.7% -$8.88K ﹤0.01% 1145
2025
Q1 		$1.22M Hold
91,436
– – ﹤0.01% 1110
2024
Q4 		$1.21M Sell
91,436
-1,411
-2% -$19.3K ﹤0.01% 1120
2024
Q3 		$1.34M Buy
92,847
+500
+0.5% +$6.73K ﹤0.01% 1081
2024
Q2 		$1.29M Sell
92,347
-1
-0% -$14 ﹤0.01% 1091
2024
Q1 		$1.31M Sell
92,348
-8,588
-9% -$122K ﹤0.01% 1072
2023
Q4 		$1.43M Sell
100,936
-2,238
-2% -$30.9K ﹤0.01% 1029
2023
Q3 		$1.31M Buy
103,174
+1
+0% +$13 ﹤0.01% 1040
2023
Q2 		$1.35M Hold
103,173
– – ﹤0.01% 1026
2023
Q1 		$1.37M Hold
103,173
– – ﹤0.01% 1005
2022
Q4 		$1.33M Hold
103,173
– – ﹤0.01% 986
2022
Q3 		$1.25M Buy
+103,173
New +$1.48M ﹤0.01% 980

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's GAIN Position: Q1 2026 in Review

Baird Financial Group reduced its Gladstone Investment Corp (GAIN) stake by 0.55% in Q1 2026, selling an estimated $6.98K and leaving 90,300 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Baird Financial Group first reported a position in GAIN in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2023. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Baird Financial Group held 90,300 shares of Gladstone Investment Corp worth $1.28M as of Q1 2026.
  • Baird Financial Group sold 501 Gladstone Investment Corp shares in Q1 2026, an estimated $6.98K.
  • Gladstone Investment Corp made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1188 holding.
  • Baird Financial Group first reported a position in Gladstone Investment Corp in Q3 2022 and has held it in 15 quarters since.
  • Baird Financial Group's Gladstone Investment Corp position peaked at $1.43M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

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