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Chancellor Financial Group WB’s Gabelli Equity Trust GAB Stock Holding History

Chancellor Financial Group WB’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 		$115K Buy
20,323
+358
+2% +$2K 0.07% 147
2026
Q1 		$112K Buy
19,965
+345
+2% +$2.07K 0.08% 137
2025
Q4 		$121K Buy
19,620
+310
+2% +$1.88K 0.08% 134
2025
Q3 		$118K Buy
19,310
+300
+2% +$1.8K 0.08% 129
2025
Q2 		$111K Buy
19,010
+318
+2% +$1.77K 0.09% 132
2025
Q1 		$103K Buy
18,692
+317
+2% +$1.75K 0.09% 129
2024
Q4 		$98.9K Buy
+18,375
New +$102K 0.08% 126

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

Chancellor Financial Group WB's GAB Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Gabelli Equity Trust (GAB) stake by 1.8% in Q2 2026, buying an estimated $2K and bringing the position to 20,323 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #147.

Chancellor Financial Group WB first reported a position in GAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q4 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Chancellor Financial Group WB held 20,323 shares of Gabelli Equity Trust worth $115K as of Q2 2026.
  • Chancellor Financial Group WB bought 358 Gabelli Equity Trust shares in Q2 2026, an estimated $2K.
  • Gabelli Equity Trust made up 0.07% of Chancellor Financial Group WB's portfolio in Q2 2026, its #147 holding.
  • Chancellor Financial Group WB first reported a position in Gabelli Equity Trust in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Gabelli Equity Trust position peaked at $121K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.