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Dakota Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Dakota Wealth Management’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 		$252K Buy
+44,610
New +$249K ﹤0.01% 701
2018
Q4 		– Sell
-65,976
Closed -$418K – 283
2018
Q3 		$418K Buy
+65,976
New +$417K 0.09% 169

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

Dakota Wealth Management's GAB Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 44,610 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in GAB as recently as Q3 2018.

Dakota Wealth Management first reported a position in GAB in Q3 2018 and has held it in 2 quarters since. The position peaked at $418K in Q3 2018. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Dakota Wealth Management held 44,610 shares of Gabelli Equity Trust worth $252K as of Q2 2026.
  • Gabelli Equity Trust was a new Dakota Wealth Management position in Q2 2026.
  • Gabelli Equity Trust made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #701 holding.
  • Dakota Wealth Management first reported a position in Gabelli Equity Trust in Q3 2018 and has held it in 2 quarters since.
  • Dakota Wealth Management's Gabelli Equity Trust position peaked at $418K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.