Foundations Investment Advisors
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Foundations Investment Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Foundations Investment 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 		– Sell
-12,116
Closed -$172K – 1248
2026
Q1 		$172K Buy
12,116
+146
+1% +$2.03K ﹤0.01% 1122
2025
Q4 		$167K Sell
11,970
-482
-4% -$6.68K ﹤0.01% 1075
2025
Q3 		$172K Sell
12,452
-2,958
-19% -$41.7K ﹤0.01% 1008
2025
Q2 		$220K Buy
+15,410
New +$215K ﹤0.01% 856

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Two Sigma Investments
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CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Union Bancaire Privee
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Foundations Investment Advisors's GAIN Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Gladstone Investment Corp (GAIN) in Q2 2026, closing a stake of 12,116 shares — an estimated $172K sold.

Foundations Investment Advisors first reported a position in GAIN in Q2 2025 and held it in 4 quarters. The position peaked at $220K in Q2 2025. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Gladstone Investment Corp position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,116 Gladstone Investment Corp shares in Q2 2026, an estimated $172K.
  • Foundations Investment Advisors first reported a position in Gladstone Investment Corp in Q2 2025 and held it in 4 quarters.
  • Foundations Investment Advisors's Gladstone Investment Corp position peaked at $220K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.