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KFI
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
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
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72.99%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
Legal & General Group
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$432B AUM
29.4%
1-Year Est. Return
Two Sigma Investments
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$121B AUM
33.93%
1-Year Est. Return
CC
CF Capital
Cohasset, Massachusetts
$83M AUM
14.05%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BRWA
B. Riley Wealth Advisors
Boca Raton, Florida
$1.83B AUM
37.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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