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
Q1 		– Sell
-200
Closed -$1.23K – 4808
2025
Q4 		$1.23K Buy
+200
New +$1.21K ﹤0.01% 3968

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PTC
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GI
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Cetera Investment Advisers
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
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Wells Fargo
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Cambridge Investment Research Advisors
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Jones Financial Companies's GAB Position: Q1 2026 in Review

Jones Financial Companies sold out of Gabelli Equity Trust (GAB) in Q1 2026, closing a stake of 200 shares — an estimated $1.23K sold.

Jones Financial Companies first reported a position in GAB in Q4 2025 and held it in 1 quarter. The position peaked at $1.23K in Q4 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Jones Financial Companies reported no remaining Gabelli Equity Trust position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 200 Gabelli Equity Trust shares in Q1 2026, an estimated $1.23K.
  • Jones Financial Companies first reported a position in Gabelli Equity Trust in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Gabelli Equity Trust position peaked at $1.23K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.