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Larson Financial Group’s Gladstone Capital GLAD Stock Holding History

Larson Financial Group’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.6K Hold
2,400
– – ﹤0.01% 1550
2026
Q1 		$41.6K Hold
2,400
– – ﹤0.01% 1442
2025
Q4 		$49.6K Hold
2,400
– – ﹤0.01% 1231
2025
Q3 		$52.5K Buy
2,400
+1,900
+380% +$50K ﹤0.01% 1139
2025
Q2 		$13.5K Hold
500
– – ﹤0.01% 1673
2025
Q1 		$13.7K Hold
500
– – ﹤0.01% 1515
2024
Q4 		$14.2K Hold
500
– – ﹤0.01% 1349
2024
Q3 		$12K Buy
+500
New +$11.6K ﹤0.01% 1404

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

Larson Financial Group held its Gladstone Capital (GLAD) position steady in Q2 2026 at 2,400 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Larson Financial Group first reported a position in GLAD in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.5K in Q3 2025. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Larson Financial Group held 2,400 shares of Gladstone Capital worth $46.6K as of Q2 2026.
  • Larson Financial Group left its Gladstone Capital share count unchanged in Q2 2026.
  • Gladstone Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1550 holding.
  • Larson Financial Group first reported a position in Gladstone Capital in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Gladstone Capital position peaked at $52.5K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

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