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BFC Planning, Inc.’s Gladstone Investment Corp GAIN Stock Holding History

BFC Planning, Inc.’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 		$10.9K Hold
702
– – ﹤0.01% 2328
2026
Q1 		$10K Hold
702
– – ﹤0.01% 2052
2025
Q4 		$9.8K Hold
702
– – ﹤0.01% 2091
2025
Q3 		$9.7K Hold
702
– – ﹤0.01% 1944
2025
Q2 		$10K Hold
702
– – ﹤0.01% 1804
2025
Q1 		$9.38K Hold
702
– – ﹤0.01% 1795
2024
Q4 		$9.3K Buy
+702
New +$9.6K ﹤0.01% 1796

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

BFC Planning, Inc. held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 702 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

BFC Planning, Inc. first reported a position in GAIN in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • BFC Planning, Inc. held 702 shares of Gladstone Investment Corp worth $10.9K as of Q2 2026.
  • BFC Planning, Inc. left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2328 holding.
  • BFC Planning, Inc. first reported a position in Gladstone Investment Corp in Q4 2024 and has held it in 7 quarters since.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

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