BH
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Burk Holdings’s Gladstone Investment Corp GAIN Stock Holding History

Burk Holdings’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
Q1 		$24.2K Buy
+1,706
New +$23.8K 0.01% 186

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burk Holdings's GAIN Position: Q1 2026 in Review

Burk Holdings opened a new position in Gladstone Investment Corp (GAIN) in Q1 2026: 1,706 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings.

90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Burk Holdings held 1,706 shares of Gladstone Investment Corp worth $24.2K as of Q1 2026.
  • Gladstone Investment Corp was a new Burk Holdings position in Q1 2026.
  • Gladstone Investment Corp made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #186 holding.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.