Benjamin Edwards Inc’s Gabelli Equity Trust GAB Stock Holding History

Benjamin Edwards Inc’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	$271K	Buy	47,814 +2,963	+7%	+$16.6K	﹤0.01%	1277
2026 Q1	$251K	Buy	44,851 +786	+2%	+$4.72K	﹤0.01%	1239
2025 Q4	$272K	Buy	44,065 +718	+2%	+$4.36K	﹤0.01%	1150
2025 Q3	$264K	Buy	43,347 +10,805	+33%	+$64.8K	﹤0.01%	1148
2025 Q2	$189K	Buy	32,542 +737	+2%	+$4.11K	﹤0.01%	1122
2025 Q1	$175K	Buy	+31,805	New	+$175K	﹤0.01%	1058

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

Benjamin Edwards Inc's GAB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Gabelli Equity Trust (GAB) stake by 6.6% in Q2 2026, buying an estimated $16.6K and bringing the position to 47,814 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Benjamin Edwards Inc first reported a position in GAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $272K in Q4 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Benjamin Edwards Inc held 47,814 shares of Gabelli Equity Trust worth $271K as of Q2 2026.
Benjamin Edwards Inc bought 2,963 Gabelli Equity Trust shares in Q2 2026, an estimated $16.6K.
Gabelli Equity Trust made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1277 holding.
Benjamin Edwards Inc first reported a position in Gabelli Equity Trust in Q1 2025 and has held it in 6 quarters since.
Benjamin Edwards Inc's Gabelli Equity Trust position peaked at $272K in Q4 2025.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.