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
Q3 		$1.41M Hold
90,300
– – ﹤0.01% 1204
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 $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $137M AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Baird Financial Group's GAIN Position: Q3 2026 in Review

Baird Financial Group held its Gladstone Investment Corp (GAIN) position steady in Q3 2026 at 90,300 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Baird Financial Group first reported a position in GAIN in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.43M in Q4 2023. 80 funds tracked by Wall St. Rank hold GAIN as of Q3 2026.

  • Baird Financial Group held 90,300 shares of Gladstone Investment Corp worth $1.41M as of Q3 2026.
  • Baird Financial Group left its Gladstone Investment Corp share count unchanged in Q3 2026.
  • Gladstone Investment Corp made up ﹤0.01% of Baird Financial Group's portfolio in Q3 2026, its #1204 holding.
  • Baird Financial Group first reported a position in Gladstone Investment Corp in Q3 2022 and has held it in 17 quarters since.
  • Baird Financial Group's Gladstone Investment Corp position peaked at $1.43M in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.