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Benchmark Financial Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.4K Buy
15,968
+419
+3% +$2.34K 0.02% 145
2026
Q1 		$87.1K Buy
+15,549
New +$93.3K 0.02% 131

Other funds holding GAB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Benchmark Financial Wealth Advisors's GAB Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Gabelli Equity Trust (GAB) stake by 2.7% in Q2 2026, buying an estimated $2.34K and bringing the position to 15,968 shares worth $90.4K. The position accounts for 0.02% of the portfolio, ranked #145.

Benchmark Financial Wealth Advisors first reported a position in GAB in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 15,968 shares of Gabelli Equity Trust worth $90.4K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 419 Gabelli Equity Trust shares in Q2 2026, an estimated $2.34K.
  • Gabelli Equity Trust made up 0.02% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Gabelli Equity Trust in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.