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 Q3	$1.92K	Hold	100	–	–	﹤0.01%	1108
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Key Financial Inc held its Gladstone Capital (GLAD) position steady in Q3 2026 at 100 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Key Financial Inc first reported a position in GLAD in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.7K in Q2 2025. 36 funds tracked by Wall St. Rank hold GLAD as of Q3 2026.

Key Financial Inc held 100 shares of Gladstone Capital worth $1.92K as of Q3 2026.
Key Financial Inc left its Gladstone Capital share count unchanged in Q3 2026.
Gladstone Capital made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1108 holding.
Key Financial Inc first reported a position in Gladstone Capital in Q1 2022 and has held it in 15 quarters since.
Key Financial Inc's Gladstone Capital position peaked at $2.7K in Q2 2025.
36 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2026.

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