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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

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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. 59 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.
  • 59 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.