Kapstone Financial Advisors’s Gabelli Equity Trust GAB Stock Holding History

Kapstone Financial Advisors’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	$176K	Buy	31,350 +6,970	+29%	+$41.8K	0.09%	146
2025 Q4	$150K	Hold	24,380	–	–	0.07%	128
2025 Q3	$148K	Buy	24,380 +3,300	+16%	+$19.8K	0.07%	119
2025 Q2	$123K	Buy	21,080 +9,430	+81%	+$52.5K	0.06%	117
2025 Q1	$64.2K	Hold	11,650	–	–	0.04%	111
2024 Q4	$64.5K	Hold	11,650	–	–	0.03%	114
2024 Q3	$63.7K	Hold	11,650	–	–	0.04%	108
2024 Q2	$60.6K	Buy	+11,650	New	+$62.8K	0.04%	108

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kapstone Financial Advisors's GAB Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Gabelli Equity Trust (GAB) stake by 29% in Q1 2026, buying an estimated $41.8K and bringing the position to 31,350 shares worth $176K. The position accounts for 0.09% of the portfolio, ranked #146.

Kapstone Financial Advisors first reported a position in GAB in Q2 2024 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

Kapstone Financial Advisors held 31,350 shares of Gabelli Equity Trust worth $176K as of Q1 2026.
Kapstone Financial Advisors bought 6,970 Gabelli Equity Trust shares in Q1 2026, an estimated $41.8K.
Gabelli Equity Trust made up 0.09% of Kapstone Financial Advisors's portfolio in Q1 2026, its #146 holding.
Kapstone Financial Advisors first reported a position in Gabelli Equity Trust in Q2 2024 and has held it in 8 quarters since.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.