EH
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Equitable Holdings’s Gladstone Investment Corp GAIN Stock Holding History

Equitable Holdings’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
2025
Q3 		– Sell
-10,602
Closed -$151K – 1557
2025
Q2 		$151K Buy
10,602
+526
+5% +$7.35K ﹤0.01% 1395
2025
Q1 		$135K Buy
+10,076
New +$135K ﹤0.01% 1280

Other funds holding GAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings's GAIN Position: Q3 2025 in Review

Equitable Holdings sold out of Gladstone Investment Corp (GAIN) in Q3 2025, closing a stake of 10,602 shares — an estimated $151K sold.

Equitable Holdings first reported a position in GAIN in Q1 2025 and held it in 2 quarters. The position peaked at $151K in Q2 2025. 87 funds tracked by Wall St. Rank hold GAIN as of Q3 2025.

  • Equitable Holdings reported no remaining Gladstone Investment Corp position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 10,602 Gladstone Investment Corp shares in Q3 2025, an estimated $151K.
  • Equitable Holdings first reported a position in Gladstone Investment Corp in Q1 2025 and held it in 2 quarters.
  • Equitable Holdings's Gladstone Investment Corp position peaked at $151K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.