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 Q2	$453	Buy	+80	New	+$447	﹤0.01%	3506
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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Larson Financial Group's GAB Position: Q2 2026 in Review

Larson Financial Group opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 80 shares worth $453. The stake represents ﹤0.01% of the portfolio and ranks #3506 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in GAB as recently as Q4 2025.

Larson Financial Group first reported a position in GAB in Q4 2018 and has held it in 11 quarters since. The position peaked at $430K in Q3 2022. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Larson Financial Group held 80 shares of Gabelli Equity Trust worth $453 as of Q2 2026.
Gabelli Equity Trust was a new Larson Financial Group position in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3506 holding.
Larson Financial Group first reported a position in Gabelli Equity Trust in Q4 2018 and has held it in 11 quarters since.
Larson Financial Group's Gabelli Equity Trust position peaked at $430K in Q3 2022.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.