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Garner Asset Management Corp’s Gladstone Capital GLAD Stock Holding History

Garner Asset Management Corp’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,750
Closed -$36.2K – 241
2025
Q4 		$36.2K Buy
+1,750
New +$35.4K 0.01% 257
2024
Q1 		– Sell
-2,050
Closed -$40.4K – 218
2023
Q4 		$40.4K Buy
+2,050
New +$40.9K 0.02% 202

Other funds holding GLAD

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Garner Asset Management Corp's GLAD Position: Q1 2026 in Review

Garner Asset Management Corp sold out of Gladstone Capital (GLAD) in Q1 2026, closing a stake of 1,750 shares — an estimated $36.2K sold.

Garner Asset Management Corp first reported a position in GLAD in Q4 2023 and held it in 2 quarters. The position peaked at $40.4K in Q4 2023. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Garner Asset Management Corp reported no remaining Gladstone Capital position as of Q1 2026 after selling out during the quarter.
  • Garner Asset Management Corp sold 1,750 Gladstone Capital shares in Q1 2026, an estimated $36.2K.
  • Garner Asset Management Corp first reported a position in Gladstone Capital in Q4 2023 and held it in 2 quarters.
  • Garner Asset Management Corp's Gladstone Capital position peaked at $40.4K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Garner Asset Management Corp's 13F filing for Q1 2026, filed 29 Apr 2026.