FFS
GLAD icon

Fortress Financial Solutions’s Gladstone Capital GLAD Stock Holding History

Fortress Financial Solutions’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
Q1 		$245K Sell
14,116
-798
-5% -$15.2K 0.26% 51
2025
Q4 		$308K Buy
14,914
+412
+3% +$8.34K 0.32% 46
2025
Q3 		$317K Sell
14,502
-589
-4% -$15.5K 0.35% 47
2025
Q2 		$407K Buy
15,091
+31
+0.2% +$803 0.51% 39
2025
Q1 		$414K Sell
15,060
-331
-2% -$9.44K 0.6% 33
2024
Q4 		$438K Buy
+15,391
New +$399K 0.62% 32

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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Fortress Financial Solutions's GLAD Position: Q1 2026 in Review

Fortress Financial Solutions reduced its Gladstone Capital (GLAD) stake by 5.4% in Q1 2026, selling an estimated $15.2K and leaving 14,116 shares worth $245K. The position accounts for 0.26% of the portfolio, ranked #51.

Fortress Financial Solutions first reported a position in GLAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $438K in Q4 2024. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Fortress Financial Solutions held 14,116 shares of Gladstone Capital worth $245K as of Q1 2026.
  • Fortress Financial Solutions sold 798 Gladstone Capital shares in Q1 2026, an estimated $15.2K.
  • Gladstone Capital made up 0.26% of Fortress Financial Solutions's portfolio in Q1 2026, its #51 holding.
  • Fortress Financial Solutions first reported a position in Gladstone Capital in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Solutions's Gladstone Capital position peaked at $438K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.