Jones Financial Companies
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Jones Financial Companies’s Gabelli Equity Trust GAB Stock Holding History

Jones Financial Companies’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 		$8.28K Buy
+1,473
New +$8.24K ﹤0.01% 3866
2026
Q1 		– Sell
-200
Closed -$1.23K – 4808
2025
Q4 		$1.23K Buy
+200
New +$1.21K ﹤0.01% 3968

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 89.11% 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

Jones Financial Companies's GAB Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 1,473 shares worth $8.28K. The stake represents ﹤0.01% of the portfolio and ranks #3866 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in GAB as recently as Q4 2025.

Jones Financial Companies first reported a position in GAB in Q4 2025 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Jones Financial Companies held 1,473 shares of Gabelli Equity Trust worth $8.28K as of Q2 2026.
  • Gabelli Equity Trust was a new Jones Financial Companies position in Q2 2026.
  • Gabelli Equity Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3866 holding.
  • Jones Financial Companies first reported a position in Gabelli Equity Trust in Q4 2025 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.