KG
GDL

Kilter Group’s GDL Fund GDL Stock Holding History

Kilter Group’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.4K Buy
1,603
+83
+5% +$702 0.01% 314
2025
Q4 		$12.9K Buy
1,520
+21
+1% +$178 0.01% 303
2025
Q3 		$12.8K Buy
+1,499
New +$12.6K 0.01% 274

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kilter Group's GDL Position: Q1 2026 in Review

Kilter Group increased its GDL Fund (GDL) stake by 5.5% in Q1 2026, buying an estimated $702 and bringing the position to 1,603 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #314.

Kilter Group first reported a position in GDL in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold GDL as of Q1 2026.

  • Kilter Group held 1,603 shares of GDL Fund worth $13.4K as of Q1 2026.
  • Kilter Group bought 83 GDL Fund shares in Q1 2026, an estimated $702.
  • GDL Fund made up 0.01% of Kilter Group's portfolio in Q1 2026, its #314 holding.
  • Kilter Group first reported a position in GDL Fund in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held GDL Fund as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.