Cascade Investment Group’s Gabelli Equity Trust GAB Stock Holding History

Cascade Investment Group’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	$60.3K	Sell	10,649 -1,100	-9%	-$6.15K	0.03%	156
2026 Q1	$65.8K	Hold	11,749	–	–	0.04%	147
2025 Q4	$72.5K	Hold	11,749	–	–	0.05%	143
2025 Q3	$71.6K	Hold	11,749	–	–	0.05%	146
2025 Q2	$68.4K	Hold	11,749	–	–	0.05%	142
2025 Q1	$64.7K	Hold	11,749	–	–	0.05%	131
2024 Q4	$63.2K	Sell	11,749 -6,286	-35%	-$34.8K	0.05%	136
2024 Q3	$99K	Hold	18,035	–	–	0.07%	128
2024 Q2	$93.8K	Hold	18,035	–	–	0.07%	129
2024 Q1	$99.6K	Hold	18,035	–	–	0.07%	141
2023 Q4	$91.6K	Hold	18,035	–	–	0.07%	135
2023 Q3	$92.5K	Hold	18,035	–	–	0.09%	122
2023 Q2	$105K	Hold	18,035	–	–	0.1%	123
2023 Q1	$104K	Hold	18,035	–	–	0.1%	121
2022 Q4	$98.8K	Buy	+18,035	New	+$100K	0.1%	119

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

Cascade Investment Group's GAB Position: Q2 2026 in Review

Cascade Investment Group reduced its Gabelli Equity Trust (GAB) stake by 9.4% in Q2 2026, selling an estimated $6.15K and leaving 10,649 shares worth $60.3K. The position accounts for 0.03% of the portfolio, ranked #156.

Cascade Investment Group first reported a position in GAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $105K in Q2 2023. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Cascade Investment Group held 10,649 shares of Gabelli Equity Trust worth $60.3K as of Q2 2026.
Cascade Investment Group sold 1,100 Gabelli Equity Trust shares in Q2 2026, an estimated $6.15K.
Gabelli Equity Trust made up 0.03% of Cascade Investment Group's portfolio in Q2 2026, its #156 holding.
Cascade Investment Group first reported a position in Gabelli Equity Trust in Q4 2022 and has held it in 15 quarters since.
Cascade Investment Group's Gabelli Equity Trust position peaked at $105K in Q2 2023.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.