Equitable Holdings’s Gabelli Equity Trust GAB Stock Holding History

Equitable Holdings’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 Q1	$403K	Buy	65,601 +2,501	+4%	+$15K	﹤0.01%	1339
2025 Q4	$389K	Hold	63,100	–	–	﹤0.01%	1210
2025 Q3	$384K	Buy	63,100 +1	+0%	+$6	﹤0.01%	1164
2025 Q2	$367K	Hold	63,099	–	–	﹤0.01%	1116
2025 Q1	$348K	Buy	63,099 +2,001	+3%	+$11K	﹤0.01%	1041
2024 Q4	$329K	Buy	61,098 +3,000	+5%	+$16.6K	﹤0.01%	1015
2024 Q3	$319K	Buy	58,098 +4,252	+8%	+$23K	﹤0.01%	1016
2024 Q2	$280K	Buy	53,846 +100	+0.2%	+$539	﹤0.01%	1013
2024 Q1	$297K	Hold	53,746	–	–	﹤0.01%	958
2023 Q4	$273K	Buy	53,746 +6,800	+14%	+$34.1K	﹤0.01%	969
2023 Q3	$241K	Buy	46,946 +4,200	+10%	+$23.1K	﹤0.01%	942
2023 Q2	$248K	Buy	42,746 +12,146	+40%	+$68K	﹤0.01%	920
2023 Q1	$176K	Buy	30,600 +5,000	+20%	+$28.6K	﹤0.01%	939
2022 Q4	$140K	Hold	25,600	–	–	﹤0.01%	877
2022 Q3	$141K	Hold	25,600	–	–	﹤0.01%	837
2022 Q2	$156K	Hold	25,600	–	–	﹤0.01%	826
2022 Q1	$177K	Buy	25,600 +10,000	+64%	+$69.8K	﹤0.01%	846
2021 Q4	$112K	Buy	+15,600	New	+$109K	﹤0.01%	843

Other funds holding GAB

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return