Key Financial Inc’s Gabelli Equity Trust GAB Stock Holding History

Key Financial Inc’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	$560	Hold	100	–	–	﹤0.01%	1297
2025 Q4	$617	Hold	100	–	–	﹤0.01%	1306
2025 Q3	$615	Hold	100	–	–	﹤0.01%	1319
2025 Q2	$582	Hold	100	–	–	﹤0.01%	1312
2025 Q1	$551	Hold	100	–	–	﹤0.01%	1276
2024 Q4	$538	Hold	100	–	–	﹤0.01%	1279
2024 Q3	$549	Sell	100 -100	-50%	-$540	﹤0.01%	1245
2024 Q2	$1.04K	Hold	200	–	–	﹤0.01%	1176
2024 Q1	$1.1K	Hold	200	–	–	﹤0.01%	1173
2023 Q4	$1.02K	Hold	200	–	–	﹤0.01%	1181
2023 Q3	$1.03K	Hold	200	–	–	﹤0.01%	1188
2023 Q2	$1.16K	Hold	200	–	–	﹤0.01%	1224
2023 Q1	$1.15K	Hold	200	–	–	﹤0.01%	1018
2022 Q4	$1.1K	Hold	200	–	–	﹤0.01%	1021
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	1032
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	1018
2022 Q1	$1K	Hold	200	–	–	﹤0.01%	1004
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	890
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	863
2021 Q2	$1K	Sell	200 -5	-2%	-$35	﹤0.01%	816
2021 Q1	$1K	Hold	205	–	–	﹤0.01%	727
2020 Q4	$1K	Buy	+205	New	+$1.18K	﹤0.01%	677
2020 Q2	–	Sell	-205	Closed	-$1K	–	298
2020 Q1	$1K	Buy	+205	New	+$1.13K	﹤0.01%	642

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

Key Financial Inc's GAB Position: Q1 2026 in Review

Key Financial Inc held its Gabelli Equity Trust (GAB) position steady in Q1 2026 at 100 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Key Financial Inc first reported a position in GAB in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.16K in Q2 2023. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

Key Financial Inc held 100 shares of Gabelli Equity Trust worth $560 as of Q1 2026.
Key Financial Inc left its Gabelli Equity Trust share count unchanged in Q1 2026.
Gabelli Equity Trust made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1297 holding.
Key Financial Inc first reported a position in Gabelli Equity Trust in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Gabelli Equity Trust position peaked at $1.16K in Q2 2023.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.