Larson Financial Group’s Gladstone Investment Corp GAIN Stock Holding History

Larson Financial Group’s Portfolio GAIN Stock Details GAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.7K	Buy	239 +3	+1%	+$47	﹤0.01%	2892
2026 Q1	$3.35K	Buy	236 +4	+2%	+$56	﹤0.01%	2783
2025 Q4	$3.24K	Buy	232 +4	+2%	+$55	﹤0.01%	2639
2025 Q3	$3.15K	Buy	228 +4	+2%	+$56	﹤0.01%	2524
2025 Q2	$3.2K	Buy	224 +4	+2%	+$56	﹤0.01%	2255
2025 Q1	$2.94K	Buy	220 +4	+2%	+$54	﹤0.01%	2044
2024 Q4	$2.87K	Buy	216 +3	+1%	+$41	﹤0.01%	1801
2024 Q3	$3.07K	Buy	213 +4	+2%	+$54	﹤0.01%	1772
2024 Q2	$2.92K	Buy	209 +5	+2%	+$70	﹤0.01%	1540
2024 Q1	$2.91K	Buy	204 +2	+1%	+$28	﹤0.01%	1297
2023 Q4	$2.86K	Hold	202	–	–	﹤0.01%	1302
2023 Q3	$2.57K	Hold	202	–	–	﹤0.01%	1309
2023 Q2	$2.63K	Buy	+202	New	+$2.66K	﹤0.01%	1223

Other funds holding GAIN

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Larson Financial Group increased its Gladstone Investment Corp (GAIN) stake by 1.3% in Q2 2026, buying an estimated $47 and bringing the position to 239 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Larson Financial Group first reported a position in GAIN in Q2 2023 and has held it in 13 quarters since. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

Larson Financial Group held 239 shares of Gladstone Investment Corp worth $3.7K as of Q2 2026.
Larson Financial Group bought 3 Gladstone Investment Corp shares in Q2 2026, an estimated $47.
Gladstone Investment Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2892 holding.
Larson Financial Group first reported a position in Gladstone Investment Corp in Q2 2023 and has held it in 13 quarters since.
93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

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