Founders Financial Alliance’s Great Elm Capital Corp GECC Stock Holding History

Founders Financial Alliance’s Portfolio GECC Stock Details GECC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75K	Buy	+13,770	New	+$77.9K	0.01%	527

Other funds holding GECC

Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return

Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Founders Financial Alliance's GECC Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in Great Elm Capital Corp (GECC) in Q2 2026: 13,770 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings.

19 funds tracked by Wall St. Rank hold GECC as of Q2 2026.

Founders Financial Alliance held 13,770 shares of Great Elm Capital Corp worth $75K as of Q2 2026.
Great Elm Capital Corp was a new Founders Financial Alliance position in Q2 2026.
Great Elm Capital Corp made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #527 holding.
19 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.