Gridiron Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Gridiron Partners’s Portfolio BRW Stock Details BRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$167K	Sell	25,723 -29,129	-53%	-$196K	0.09%	45
2026 Q1	$370K	Buy	54,852 +31,411	+134%	+$209K	0.23%	34
2025 Q4	$164K	Buy	23,441 +861	+4%	+$6.23K	0.09%	49
2025 Q3	$175K	Hold	22,580	–	–	0.1%	50
2025 Q2	$182K	Hold	22,580	–	–	0.11%	52
2025 Q1	$175K	Hold	22,580	–	–	0.11%	54
2024 Q4	$172K	Hold	22,580	–	–	0.11%	54
2024 Q3	$171K	Sell	22,580 -59,060	-72%	-$431K	0.1%	55
2024 Q2	$620K	Sell	81,640 -46,380	-36%	-$333K	0.39%	33
2024 Q1	$933K	Hold	128,020	–	–	0.59%	25
2023 Q4	$987K	Buy	+128,020	New	+$975K	0.7%	29

Other funds holding BRW

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gridiron Partners's BRW Position: Q2 2026 in Review

Gridiron Partners reduced its Saba Capital Income & Opportunities Fund (BRW) stake by 53% in Q2 2026, selling an estimated $196K and leaving 25,723 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #45.

Gridiron Partners first reported a position in BRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $987K in Q4 2023. 96 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

Gridiron Partners held 25,723 shares of Saba Capital Income & Opportunities Fund worth $167K as of Q2 2026.
Gridiron Partners sold 29,129 Saba Capital Income & Opportunities Fund shares in Q2 2026, an estimated $196K.
Saba Capital Income & Opportunities Fund made up 0.09% of Gridiron Partners's portfolio in Q2 2026, its #45 holding.
Gridiron Partners first reported a position in Saba Capital Income & Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Gridiron Partners's Saba Capital Income & Opportunities Fund position peaked at $987K in Q4 2023.
96 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on Gridiron Partners's 13F filing for Q2 2026, filed 5 Aug 2026.