Larson Financial Group
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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
Q3 		$3.79K Buy
243
+4
+2% +$65 ﹤0.01% 2994
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

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $137M AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Larson Financial Group's GAIN Position: Q3 2026 in Review

Larson Financial Group increased its Gladstone Investment Corp (GAIN) stake by 1.7% in Q3 2026, buying an estimated $65 and bringing the position to 243 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

Larson Financial Group first reported a position in GAIN in Q2 2023 and has held it in 14 quarters since. 80 funds tracked by Wall St. Rank hold GAIN as of Q3 2026.

  • Larson Financial Group held 243 shares of Gladstone Investment Corp worth $3.79K as of Q3 2026.
  • Larson Financial Group bought 4 Gladstone Investment Corp shares in Q3 2026, an estimated $65.
  • Gladstone Investment Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2994 holding.
  • Larson Financial Group first reported a position in Gladstone Investment Corp in Q2 2023 and has held it in 14 quarters since.
  • 80 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.