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Caldwell Sutter Capital’s Gladstone Investment Corp GAIN Stock Holding History

Caldwell Sutter Capital’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
Q2 		$12.4K Hold
800
– – ﹤0.01% 580
2026
Q1 		$11.4K Hold
800
– – ﹤0.01% 543
2025
Q4 		$11.2K Hold
800
– – ﹤0.01% 535
2025
Q3 		$11.1K Hold
800
– – ﹤0.01% 532
2025
Q2 		$11.4K Hold
800
– – 0.01% 519
2025
Q1 		$10.7K Hold
800
– – 0.01% 530
2024
Q4 		$10.6K Sell
800
-3,678
-82% -$50.2K ﹤0.01% 542
2024
Q3 		$64.7K Sell
4,478
-430
-9% -$5.79K 0.03% 327
2024
Q2 		$68.6K Sell
4,908
-8,652
-64% -$122K 0.03% 314
2024
Q1 		$193K Sell
13,560
-405
-3% -$5.75K 0.09% 203
2023
Q4 		$198K Sell
13,965
-307
-2% -$4.24K 0.1% 190
2023
Q3 		$182K Sell
14,272
-216
-1% -$2.82K 0.1% 184
2023
Q2 		$189K Buy
14,488
+1,487
+11% +$19.6K 0.1% 185
2023
Q1 		$172K Buy
13,001
+255
+2% +$3.44K 0.13% 143
2022
Q4 		$165K Buy
+12,746
New +$168K 0.15% 117

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MW
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caldwell Sutter Capital's GAIN Position: Q2 2026 in Review

Caldwell Sutter Capital held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 800 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Caldwell Sutter Capital first reported a position in GAIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $198K in Q4 2023. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Caldwell Sutter Capital held 800 shares of Gladstone Investment Corp worth $12.4K as of Q2 2026.
  • Caldwell Sutter Capital left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #580 holding.
  • Caldwell Sutter Capital first reported a position in Gladstone Investment Corp in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Gladstone Investment Corp position peaked at $198K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.