MB, Levis & Associates’s Gabelli Equity Trust GAB Stock Holding History

MB, Levis & Associates’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	$4.22K	Buy	+745	New	+$4.17K	﹤0.01%	207

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 89.08% 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

MB, Levis & Associates's GAB Position: Q2 2026 in Review

MB, Levis & Associates opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 745 shares worth $4.22K. The stake represents ﹤0.01% of the portfolio and ranks #207 among its holdings.

224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

MB, Levis & Associates held 745 shares of Gabelli Equity Trust worth $4.22K as of Q2 2026.
Gabelli Equity Trust was a new MB, Levis & Associates position in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #207 holding.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.