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Mach-1 Financial Group’s Gabelli Equity Trust GAB Stock Holding History

Mach-1 Financial Group’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
Q1 		– Sell
-10,555
Closed -$65.1K – 211
2025
Q4 		$65.1K Buy
+10,555
New +$64.1K 0.01% 296
2023
Q3 		– Sell
-11,600
Closed -$67.3K – 222
2023
Q2 		$67.3K Buy
+11,600
New +$64.9K 0.02% 186

Other funds holding GAB

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mach-1 Financial Group's GAB Position: Q1 2026 in Review

Mach-1 Financial Group sold out of Gabelli Equity Trust (GAB) in Q1 2026, closing a stake of 10,555 shares — an estimated $65.1K sold.

Mach-1 Financial Group first reported a position in GAB in Q2 2023 and held it in 2 quarters. The position peaked at $67.3K in Q2 2023. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Mach-1 Financial Group reported no remaining Gabelli Equity Trust position as of Q1 2026 after selling out during the quarter.
  • Mach-1 Financial Group sold 10,555 Gabelli Equity Trust shares in Q1 2026, an estimated $65.1K.
  • Mach-1 Financial Group first reported a position in Gabelli Equity Trust in Q2 2023 and held it in 2 quarters.
  • Mach-1 Financial Group's Gabelli Equity Trust position peaked at $67.3K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.