EP Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

EP Wealth Advisors’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	$146K	Buy	+25,713	New	+$144K	﹤0.01%	1596

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

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 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 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

EP Wealth Advisors's GAB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 25,713 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1596 among its holdings.

224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

EP Wealth Advisors held 25,713 shares of Gabelli Equity Trust worth $146K as of Q2 2026.
Gabelli Equity Trust was a new EP Wealth Advisors position in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1596 holding.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.