CX Institutional’s Gladstone Capital GLAD Stock Holding History

CX Institutional’s Portfolio GLAD Stock Details GLAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-100	Closed	-$2K	–	1596
2025 Q4	$2K	Buy	+100	New	+$2.02K	﹤0.01%	1371

Other funds holding GLAD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CX Institutional's GLAD Position: Q1 2026 in Review

CX Institutional sold out of Gladstone Capital (GLAD) in Q1 2026, closing a stake of 100 shares — an estimated $2K sold.

CX Institutional first reported a position in GLAD in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

CX Institutional reported no remaining Gladstone Capital position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 100 Gladstone Capital shares in Q1 2026, an estimated $2K.
CX Institutional first reported a position in Gladstone Capital in Q4 2025 and held it in 1 quarter.
CX Institutional's Gladstone Capital position peaked at $2K in Q4 2025.
82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.