Key Financial Inc’s Gladstone Capital GLAD Stock Holding History

Key Financial Inc’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	$1.94K	Hold	100	–	–	﹤0.01%	1155
2026 Q1	$1.74K	Hold	100	–	–	﹤0.01%	1188
2025 Q4	$2.07K	Hold	100	–	–	﹤0.01%	1169
2025 Q3	$2.16K	Hold	100	–	–	﹤0.01%	1184
2025 Q2	$2.7K	Buy	+100	New	+$2.59K	﹤0.01%	1145
2024 Q2	–	Sell	-100	Closed	-$2.15K	–	1357
2024 Q1	$2.15K	Hold	100	–	–	﹤0.01%	1098
2023 Q4	$2.14K	Hold	100	–	–	﹤0.01%	1093
2023 Q3	$1.93K	Hold	100	–	–	﹤0.01%	1119
2023 Q2	$1.95K	Hold	100	–	–	﹤0.01%	1165
2023 Q1	$1.88K	Hold	100	–	–	﹤0.01%	963
2022 Q4	$1.7K	Hold	100	–	–	﹤0.01%	974
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	950
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	935
2022 Q1	$2K	Buy	+100	New	+$2.24K	﹤0.01%	924

Other funds holding GLAD

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

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

Key Financial Inc's GLAD Position: Q2 2026 in Review

Key Financial Inc held its Gladstone Capital (GLAD) position steady in Q2 2026 at 100 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Key Financial Inc first reported a position in GLAD in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.7K in Q2 2025. 76 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

Key Financial Inc held 100 shares of Gladstone Capital worth $1.94K as of Q2 2026.
Key Financial Inc left its Gladstone Capital share count unchanged in Q2 2026.
Gladstone Capital made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1155 holding.
Key Financial Inc first reported a position in Gladstone Capital in Q1 2022 and has held it in 14 quarters since.
Key Financial Inc's Gladstone Capital position peaked at $2.7K in Q2 2025.
76 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.