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 Q3	$524	Hold	100	–	–	﹤0.01%	1225
2026 Q2	$566	Hold	100	–	–	﹤0.01%	1256
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 $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Key Financial Inc's GAB Position: Q3 2026 in Review

Key Financial Inc held its Gabelli Equity Trust (GAB) position steady in Q3 2026 at 100 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Key Financial Inc first reported a position in GAB in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.16K in Q2 2023. 116 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

Key Financial Inc held 100 shares of Gabelli Equity Trust worth $524 as of Q3 2026.
Key Financial Inc left its Gabelli Equity Trust share count unchanged in Q3 2026.
Gabelli Equity Trust made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1225 holding.
Key Financial Inc first reported a position in Gabelli Equity Trust in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Gabelli Equity Trust position peaked at $1.16K in Q2 2023.
116 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.