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Crewe Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Crewe Advisors’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 		$11.8K Hold
766
– – ﹤0.01% 723
2026
Q1 		$10.9K Hold
766
– – ﹤0.01% 625
2025
Q4 		$10.7K Hold
766
– – ﹤0.01% 610
2025
Q3 		$10.6K Buy
+766
New +$10.8K ﹤0.01% 622

Other funds holding GAIN

VanEck Associates
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MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
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

Crewe Advisors's GAIN Position: Q2 2026 in Review

Crewe Advisors held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 766 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Crewe Advisors first reported a position in GAIN in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Crewe Advisors held 766 shares of Gladstone Investment Corp worth $11.8K as of Q2 2026.
  • Crewe Advisors left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #723 holding.
  • Crewe Advisors first reported a position in Gladstone Investment Corp in Q3 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.