Baird Financial Group
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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
Q2 		$1.4M Hold
90,300
– – ﹤0.01% 1226
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group's GAIN Position: Q2 2026 in Review

Baird Financial Group held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 90,300 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Baird Financial Group first reported a position in GAIN in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q4 2023. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Baird Financial Group held 90,300 shares of Gladstone Investment Corp worth $1.4M as of Q2 2026.
  • Baird Financial Group left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1226 holding.
  • Baird Financial Group first reported a position in Gladstone Investment Corp in Q3 2022 and has held it in 16 quarters since.
  • Baird Financial Group's Gladstone Investment Corp position peaked at $1.43M in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.