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Kerr Financial Planning’s Gladstone Capital GLAD Stock Holding History

Kerr Financial Planning’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05K Buy
55
+1
+2% +$19 ﹤0.01% 482
2026
Q1 		$985 Buy
54
+2
+4% +$38 ﹤0.01% 472
2025
Q4 		$1.01K Buy
52
+1
+2% +$20 ﹤0.01% 463
2025
Q3 		$979 Buy
+51
New +$1.34K ﹤0.01% 515

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Kerr Financial Planning's GLAD Position: Q2 2026 in Review

Kerr Financial Planning increased its Gladstone Capital (GLAD) stake by 1.9% in Q2 2026, buying an estimated $19 and bringing the position to 55 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Kerr Financial Planning first reported a position in GLAD in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Kerr Financial Planning held 55 shares of Gladstone Capital worth $1.05K as of Q2 2026.
  • Kerr Financial Planning bought 1 Gladstone Capital share in Q2 2026, an estimated $19.
  • Gladstone Capital made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #482 holding.
  • Kerr Financial Planning first reported a position in Gladstone Capital in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.