Larson Financial Group’s Gabelli Equity Trust GAB Stock Holding History

Larson Financial Group’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 Q1	–	Sell	-2,528	Closed	-$15.6K	–	3702
2025 Q4	$15.6K	Sell	2,528 -3,130	-55%	-$19K	﹤0.01%	1853
2025 Q3	$34.5K	Buy	+5,658	New	+$34K	﹤0.01%	1337
2022 Q4	–	Sell	-78,180	Closed	-$430K	–	1515
2022 Q3	$430K	Buy	+78,180	New	+$482K	0.06%	181
2020 Q3	–	Sell	-1,677	Closed	-$8K	–	766
2020 Q2	$8K	Buy	1,677 +40	+2%	+$183	﹤0.01%	428
2020 Q1	$7K	Buy	1,637 +48	+3%	+$264	﹤0.01%	331
2019 Q4	$9K	Buy	1,589 +32	+2%	+$190	0.01%	308
2019 Q3	$9K	Buy	1,557 +32	+2%	+$190	0.01%	313
2019 Q2	$9K	Buy	1,525 +849	+126%	+$5.12K	0.01%	256
2019 Q1	$4K	Buy	676 +15	+2%	+$86	﹤0.01%	319
2018 Q4	$3K	Buy	+661	New	+$3.79K	﹤0.01%	325

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Larson Financial Group's GAB Position: Q1 2026 in Review

Larson Financial Group sold out of Gabelli Equity Trust (GAB) in Q1 2026, closing a stake of 2,528 shares — an estimated $15.6K sold.

Larson Financial Group first reported a position in GAB in Q4 2018 and held it in 10 quarters. The position peaked at $430K in Q3 2022. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

Larson Financial Group reported no remaining Gabelli Equity Trust position as of Q1 2026 after selling out during the quarter.
Larson Financial Group sold 2,528 Gabelli Equity Trust shares in Q1 2026, an estimated $15.6K.
Larson Financial Group first reported a position in Gabelli Equity Trust in Q4 2018 and held it in 10 quarters.
Larson Financial Group's Gabelli Equity Trust position peaked at $430K in Q3 2022.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.