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 Q2	$195K	Buy	34,435 +3,085	+10%	+$17.3K	0.08%	167
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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

Kapstone Financial Advisors's GAB Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Gabelli Equity Trust (GAB) stake by 9.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 34,435 shares worth $195K. The position accounts for 0.08% of the portfolio, ranked #167.

Kapstone Financial Advisors first reported a position in GAB in Q2 2024 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Kapstone Financial Advisors held 34,435 shares of Gabelli Equity Trust worth $195K as of Q2 2026.
Kapstone Financial Advisors bought 3,085 Gabelli Equity Trust shares in Q2 2026, an estimated $17.3K.
Gabelli Equity Trust made up 0.08% of Kapstone Financial Advisors's portfolio in Q2 2026, its #167 holding.
Kapstone Financial Advisors first reported a position in Gabelli Equity Trust in Q2 2024 and has held it in 9 quarters since.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.