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BFC Planning, Inc.’s Gabelli Equity Trust GAB Stock Holding History

BFC Planning, Inc.’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.8K Buy
16,043
+58
+0.4% +$324 ﹤0.01% 1276
2026
Q1 		$89.5K Buy
15,985
+55
+0.3% +$330 ﹤0.01% 1149
2025
Q4 		$98.3K Buy
+15,930
New +$96.7K ﹤0.01% 1121

Other funds holding GAB

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Ursa Fund Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

BFC Planning, Inc.'s GAB Position: Q2 2026 in Review

BFC Planning, Inc. increased its Gabelli Equity Trust (GAB) stake by 0.36% in Q2 2026, buying an estimated $324 and bringing the position to 16,043 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

BFC Planning, Inc. first reported a position in GAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $98.3K in Q4 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • BFC Planning, Inc. held 16,043 shares of Gabelli Equity Trust worth $90.8K as of Q2 2026.
  • BFC Planning, Inc. bought 58 Gabelli Equity Trust shares in Q2 2026, an estimated $324.
  • Gabelli Equity Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1276 holding.
  • BFC Planning, Inc. first reported a position in Gabelli Equity Trust in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Gabelli Equity Trust position peaked at $98.3K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.