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Beacon Pointe Advisors’s Gladstone Capital GLAD Stock Holding History

Beacon Pointe 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 		$1.04M Buy
+53,457
New +$1.01M ﹤0.01% 1016

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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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

Beacon Pointe Advisors's GLAD Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Gladstone Capital (GLAD) in Q2 2026: 53,457 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Beacon Pointe Advisors held 53,457 shares of Gladstone Capital worth $1.04M as of Q2 2026.
  • Gladstone Capital was a new Beacon Pointe Advisors position in Q2 2026.
  • Gladstone Capital made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1016 holding.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.