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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
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

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Foundations Investment Advisors's GAIN Position: Q1 2026 in Review

Foundations Investment Advisors increased its Gladstone Investment Corp (GAIN) stake by 1.2% in Q1 2026, buying an estimated $2.03K and bringing the position to 12,116 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Foundations Investment Advisors first reported a position in GAIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q2 2025. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Foundations Investment Advisors held 12,116 shares of Gladstone Investment Corp worth $172K as of Q1 2026.
  • Foundations Investment Advisors bought 146 Gladstone Investment Corp shares in Q1 2026, an estimated $2.03K.
  • Gladstone Investment Corp made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1122 holding.
  • Foundations Investment Advisors first reported a position in Gladstone Investment Corp in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Gladstone Investment Corp position peaked at $220K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.