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JFS Wealth Advisors’s Gladstone Investment Corp GAIN Stock Holding History

JFS Wealth Advisors’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 		$696 Buy
+45
New +$706 ﹤0.01% 1892

Other funds holding GAIN

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MW
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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

JFS Wealth Advisors's GAIN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Gladstone Investment Corp (GAIN) in Q2 2026: 45 shares worth $696. The stake represents ﹤0.01% of the portfolio and ranks #1892 among its holdings.

94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • JFS Wealth Advisors held 45 shares of Gladstone Investment Corp worth $696 as of Q2 2026.
  • Gladstone Investment Corp was a new JFS Wealth Advisors position in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1892 holding.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.