DFA
GAIN icon

DHJJ Financial Advisors’s Gladstone Investment Corp GAIN Stock Holding History

DHJJ Financial 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 		$15.5K Hold
1,005
– – ﹤0.01% 574
2026
Q1 		$14.3K Buy
1,005
+1,000
+20,000% +$13.9K ﹤0.01% 574
2025
Q4 		$70 Hold
5
– – ﹤0.01% 1012
2025
Q3 		$70 Hold
5
– – ﹤0.01% 979
2025
Q2 		$72 Hold
5
– – ﹤0.01% 948
2025
Q1 		$67 Hold
5
– – ﹤0.01% 905
2024
Q4 		$67 Hold
5
– – ﹤0.01% 873
2024
Q3 		$73 Hold
5
– – ﹤0.01% 854
2024
Q2 		$70 Hold
5
– – ﹤0.01% 809
2024
Q1 		$72 Hold
5
– – ﹤0.01% 790
2023
Q4 		$71 Hold
5
– – ﹤0.01% 782
2023
Q3 		$64 Buy
+5
New +$65 ﹤0.01% 782

Other funds holding GAIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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

DHJJ Financial Advisors's GAIN Position: Q2 2026 in Review

DHJJ Financial Advisors held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 1,005 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

DHJJ Financial Advisors first reported a position in GAIN in Q3 2023 and has held it in 12 quarters since. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • DHJJ Financial Advisors held 1,005 shares of Gladstone Investment Corp worth $15.5K as of Q2 2026.
  • DHJJ Financial Advisors left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #574 holding.
  • DHJJ Financial Advisors first reported a position in Gladstone Investment Corp in Q3 2023 and has held it in 12 quarters since.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

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