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Community Financial Services Group’s Gabelli Dividend & Income Trust GDV Stock Holding History

Community Financial Services Group’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2K Hold
585
– – ﹤0.01% 324
2026
Q1 		$16K Buy
+585
New +$16.5K ﹤0.01% 280

Other funds holding GDV

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Community Financial Services Group's GDV Position: Q2 2026 in Review

Community Financial Services Group held its Gabelli Dividend & Income Trust (GDV) position steady in Q2 2026 at 585 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Community Financial Services Group first reported a position in GDV in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • Community Financial Services Group held 585 shares of Gabelli Dividend & Income Trust worth $17.2K as of Q2 2026.
  • Community Financial Services Group left its Gabelli Dividend & Income Trust share count unchanged in Q2 2026.
  • Gabelli Dividend & Income Trust made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #324 holding.
  • Community Financial Services Group first reported a position in Gabelli Dividend & Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.