LFG
GAIN icon

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
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

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Larson Financial Group increased its Gladstone Investment Corp (GAIN) stake by 1.7% in Q1 2026, buying an estimated $56 and bringing the position to 236 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Larson Financial Group first reported a position in GAIN in Q2 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Larson Financial Group held 236 shares of Gladstone Investment Corp worth $3.35K as of Q1 2026.
  • Larson Financial Group bought 4 Gladstone Investment Corp shares in Q1 2026, an estimated $56.
  • Gladstone Investment Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2783 holding.
  • Larson Financial Group first reported a position in Gladstone Investment Corp in Q2 2023 and has held it in 12 quarters since.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

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