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

Empirical 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	$383K	Sell	67,682 -3,929	-5%	-$22K	0.01%	790
2026 Q1	$401K	Hold	71,611	–	–	0.01%	668
2025 Q4	$442K	Hold	71,611	–	–	0.01%	562
2025 Q3	$436K	Sell	71,611 -43,326	-38%	-$260K	0.01%	510
2025 Q2	$669K	Hold	114,937	–	–	0.02%	377
2025 Q1	$633K	Hold	114,937	–	–	0.02%	363
2024 Q4	$618K	Hold	114,937	–	–	0.02%	350
2024 Q3	$631K	Hold	114,937	–	–	0.02%	338
2024 Q2	$598K	Sell	114,937 -465	-0.4%	-$2.51K	0.02%	324
2024 Q1	$637K	Sell	115,402 -9,758	-8%	-$51.7K	0.02%	308
2023 Q4	$636K	Hold	125,160	–	–	0.02%	290
2023 Q3	$642K	Buy	+125,160	New	+$688K	0.03%	272
2017 Q1	–	Sell	-15,415	Closed	-$83K	–	133
2016 Q4	$83K	Buy	15,415 +401	+3%	+$2.12K	0.02%	123
2016 Q3	$82K	Buy	+15,014	New	+$82.8K	0.02%	109

Other funds holding GAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

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

Empirical Wealth Management reduced its Gabelli Equity Trust (GAB) stake by 5.5% in Q2 2026, selling an estimated $22K and leaving 67,682 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #790.

Empirical Wealth Management first reported a position in GAB in Q3 2016 and has held it in 14 quarters since. The position peaked at $669K in Q2 2025. 151 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Empirical Wealth Management held 67,682 shares of Gabelli Equity Trust worth $383K as of Q2 2026.
Empirical Wealth Management sold 3,929 Gabelli Equity Trust shares in Q2 2026, an estimated $22K.
Gabelli Equity Trust made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #790 holding.
Empirical Wealth Management first reported a position in Gabelli Equity Trust in Q3 2016 and has held it in 14 quarters since.
Empirical Wealth Management's Gabelli Equity Trust position peaked at $669K in Q2 2025.
151 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.