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Independent Financial Group’s Gabelli Equity Trust GAB Stock Holding History

Independent Financial Group’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 		$3.76M Buy
663,866
+78,196
+13% +$437K 0.07% 279
2026
Q1 		$3.28M Buy
585,670
+44,167
+8% +$265K 0.07% 274
2025
Q4 		$3.34M Buy
541,503
+15,415
+3% +$93.6K 0.07% 252
2025
Q3 		$3.2M Buy
526,088
+30,298
+6% +$182K 0.08% 248
2025
Q2 		$2.89M Buy
495,790
+49,929
+11% +$278K 0.08% 248
2025
Q1 		$2.46M Buy
445,861
+38,493
+9% +$212K 0.08% 237
2024
Q4 		$2.19M Buy
407,368
+96,161
+31% +$532K 0.07% 272
2024
Q3 		$1.71M Buy
311,207
+36,685
+13% +$198K 0.06% 302
2024
Q2 		$1.43M Buy
274,522
+45,876
+20% +$247K 0.06% 309
2024
Q1 		$1.26M Sell
228,646
-21,815
-9% -$115K 0.06% 321
2023
Q4 		$1.27M Sell
250,461
-60,813
-20% -$305K 0.07% 300
2023
Q3 		$1.6M Buy
311,274
+18,773
+6% +$103K 0.1% 220
2023
Q2 		$1.7M Buy
292,501
+27,674
+10% +$155K 0.12% 194
2023
Q1 		$1.52M Buy
264,827
+60,156
+29% +$344K 0.12% 191
2022
Q4 		$1.12M Buy
204,671
+33,934
+20% +$188K 0.1% 214
2022
Q3 		$939K Buy
170,737
+41,402
+32% +$255K 0.09% 234
2022
Q2 		$789K Buy
129,335
+59,156
+84% +$394K 0.08% 273
2022
Q1 		$486K Sell
70,179
-3,050
-4% -$21.3K 0.04% 435
2021
Q4 		$527K Buy
73,229
+6,558
+10% +$46K 0.04% 410
2021
Q3 		$443K Buy
66,671
+5,881
+10% +$39.9K 0.05% 400
2021
Q2 		$419K Buy
60,790
+3,656
+6% +$25.6K 0.04% 423
2021
Q1 		$381K Sell
57,134
-53,878
-49% -$344K 0.05% 393
2020
Q4 		$680K Buy
111,012
+36,170
+48% +$208K 0.1% 232
2020
Q3 		$372K Buy
74,842
+36,275
+94% +$186K 0.07% 308
2020
Q2 		$190K Buy
38,567
+8,184
+27% +$37.4K 0.04% 424
2020
Q1 		$129K Buy
+30,383
New +$167K 0.04% 367

Other funds holding GAB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Independent Financial Group's GAB Position: Q2 2026 in Review

Independent Financial Group increased its Gabelli Equity Trust (GAB) stake by 13% in Q2 2026, buying an estimated $437K and bringing the position to 663,866 shares worth $3.76M. The position accounts for 0.07% of the portfolio, ranked #279.

Independent Financial Group first reported a position in GAB in Q1 2020 and has held it in 26 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Independent Financial Group held 663,866 shares of Gabelli Equity Trust worth $3.76M as of Q2 2026.
  • Independent Financial Group bought 78,196 Gabelli Equity Trust shares in Q2 2026, an estimated $437K.
  • Gabelli Equity Trust made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #279 holding.
  • Independent Financial Group first reported a position in Gabelli Equity Trust in Q1 2020 and has held it in 26 quarters since.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.