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Bearing Point Capital’s Gladstone Capital GLAD Stock Holding History

Bearing Point Capital’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 		$719K Buy
+37,000
New +$701K 0.1% 123

Other funds holding GLAD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bearing Point Capital's GLAD Position: Q2 2026 in Review

Bearing Point Capital opened a new position in Gladstone Capital (GLAD) in Q2 2026: 37,000 shares worth $719K. The stake represents 0.1% of the portfolio and ranks #123 among its holdings.

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

  • Bearing Point Capital held 37,000 shares of Gladstone Capital worth $719K as of Q2 2026.
  • Gladstone Capital was a new Bearing Point Capital position in Q2 2026.
  • Gladstone Capital made up 0.1% of Bearing Point Capital's portfolio in Q2 2026, its #123 holding.
  • 55 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.