FFA
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Farther Finance Advisors’s Gladstone Capital GLAD Stock Holding History

Farther Finance Advisors’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.3K Buy
3,723
+129
+4% +$2.44K ﹤0.01% 2956
2026
Q1 		$62.8K Buy
3,594
+1,089
+43% +$20.8K ﹤0.01% 2836
2025
Q4 		$51.8K Buy
2,505
+35
+1% +$708 ﹤0.01% 2793
2025
Q3 		$54K Sell
2,470
-31
-1% -$815 ﹤0.01% 2394
2025
Q2 		$67.5K Sell
2,501
-908
-27% -$23.5K ﹤0.01% 1980
2025
Q1 		$94.1K Buy
3,409
+1,496
+78% +$42.6K ﹤0.01% 1572
2024
Q4 		$54.4K Buy
1,913
+100
+6% +$2.59K ﹤0.01% 1618
2024
Q3 		$43.6K Buy
+1,813
New +$42.2K ﹤0.01% 1726

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

Farther Finance Advisors increased its Gladstone Capital (GLAD) stake by 3.6% in Q2 2026, buying an estimated $2.44K and bringing the position to 3,723 shares worth $72.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Farther Finance Advisors first reported a position in GLAD in Q3 2024 and has held it in 8 quarters since. The position peaked at $94.1K in Q1 2025. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Farther Finance Advisors held 3,723 shares of Gladstone Capital worth $72.3K as of Q2 2026.
  • Farther Finance Advisors bought 129 Gladstone Capital shares in Q2 2026, an estimated $2.44K.
  • Gladstone Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2956 holding.
  • Farther Finance Advisors first reported a position in Gladstone Capital in Q3 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Gladstone Capital position peaked at $94.1K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

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