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Independent Financial Group’s Gladstone Investment Corp GAIN Stock Holding History

Independent Financial Group’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 		– Sell
-24,978
Closed -$355K – 1583
2026
Q1 		$355K Sell
24,978
-11,780
-32% -$164K 0.01% 1084
2025
Q4 		$514K Buy
36,758
+2,956
+9% +$40.9K 0.01% 886
2025
Q3 		$467K Buy
33,802
+716
+2% +$10.1K 0.01% 888
2025
Q2 		$472K Buy
33,086
+733
+2% +$10.2K 0.01% 806
2025
Q1 		$432K Hold
32,353
– – 0.01% 765
2024
Q4 		$429K Buy
32,353
+1,548
+5% +$21.1K 0.01% 754
2024
Q3 		$445K Buy
30,805
+3,821
+14% +$51.5K 0.02% 701
2024
Q2 		$377K Buy
26,984
+7,472
+38% +$105K 0.02% 730
2024
Q1 		$278K Buy
19,512
+2,348
+14% +$33.3K 0.01% 820
2023
Q4 		$243K Buy
17,164
+2,239
+15% +$30.9K 0.01% 816
2023
Q3 		$190K Buy
14,925
+47
+0.3% +$614 0.01% 838
2023
Q2 		$194K Buy
14,878
+60
+0.4% +$789 0.01% 818
2023
Q1 		$196K Buy
14,818
+2,430
+20% +$32.8K 0.02% 774
2022
Q4 		$160K Hold
12,388
– – 0.01% 737
2022
Q3 		$150K Buy
+12,388
New +$178K 0.01% 689

Other funds holding GAIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Independent Financial Group sold out of Gladstone Investment Corp (GAIN) in Q2 2026, closing a stake of 24,978 shares — an estimated $355K sold.

Independent Financial Group first reported a position in GAIN in Q3 2022 and held it in 15 quarters. The position peaked at $514K in Q4 2025. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Independent Financial Group reported no remaining Gladstone Investment Corp position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 24,978 Gladstone Investment Corp shares in Q2 2026, an estimated $355K.
  • Independent Financial Group first reported a position in Gladstone Investment Corp in Q3 2022 and held it in 15 quarters.
  • Independent Financial Group's Gladstone Investment Corp position peaked at $514K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

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