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Farther Finance Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Farther Finance 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 		$10.3K Buy
666
+8
+1% +$126 ﹤0.01% 4399
2026
Q1 		$9.44K Sell
658
-15
-2% -$209 ﹤0.01% 4154
2025
Q4 		$9.4K Sell
673
-544
-45% -$7.54K ﹤0.01% 3966
2025
Q3 		$16.8K Sell
1,217
-4,147
-77% -$58.4K ﹤0.01% 3144
2025
Q2 		$76.5K Buy
5,364
+82
+2% +$1.15K ﹤0.01% 1897
2025
Q1 		$71.1K Buy
+5,282
New +$70.9K ﹤0.01% 1698

Other funds holding GAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Farther Finance Advisors's GAIN Position: Q2 2026 in Review

Farther Finance Advisors increased its Gladstone Investment Corp (GAIN) stake by 1.2% in Q2 2026, buying an estimated $126 and bringing the position to 666 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4399.

Farther Finance Advisors first reported a position in GAIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $76.5K in Q2 2025. 29 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Farther Finance Advisors held 666 shares of Gladstone Investment Corp worth $10.3K as of Q2 2026.
  • Farther Finance Advisors bought 8 Gladstone Investment Corp shares in Q2 2026, an estimated $126.
  • Gladstone Investment Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4399 holding.
  • Farther Finance Advisors first reported a position in Gladstone Investment Corp in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Gladstone Investment Corp position peaked at $76.5K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.