Legacy Wealth Management (Mississippi)’s Gabelli Equity Trust GAB Stock Holding History

Legacy Wealth Management (Mississippi)’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	$182K	Buy	32,223 +356	+1%	+$1.99K	0.05%	114
2026 Q1	$178K	Buy	31,867 +343	+1%	+$2.06K	0.05%	106
2025 Q4	$195K	Buy	31,524 +305	+1%	+$1.85K	0.05%	100
2025 Q3	$190K	Sell	31,219 -21,520	-41%	-$129K	0.06%	93
2025 Q2	$307K	Buy	52,739 +34,188	+184%	+$190K	0.09%	73
2025 Q1	$102K	Sell	18,551 -56,425	-75%	-$311K	0.03%	97
2024 Q4	$403K	Buy	74,976 +26,032	+53%	+$144K	0.16%	75
2024 Q3	$269K	Buy	+48,944	New	+$264K	0.1%	88

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 89.11% 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

Legacy Wealth Management (Mississippi)'s GAB Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Gabelli Equity Trust (GAB) stake by 1.1% in Q2 2026, buying an estimated $1.99K and bringing the position to 32,223 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #114.

Legacy Wealth Management (Mississippi) first reported a position in GAB in Q3 2024 and has held it in 8 quarters since. The position peaked at $403K in Q4 2024. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Legacy Wealth Management (Mississippi) held 32,223 shares of Gabelli Equity Trust worth $182K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 356 Gabelli Equity Trust shares in Q2 2026, an estimated $1.99K.
Gabelli Equity Trust made up 0.05% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #114 holding.
Legacy Wealth Management (Mississippi) first reported a position in Gabelli Equity Trust in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Mississippi)'s Gabelli Equity Trust position peaked at $403K in Q4 2024.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.