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Mutual Advisors’s Gabelli Equity Trust GAB Stock Holding History

Mutual Advisors’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 		$58K Buy
+10,239
New +$57.3K ﹤0.01% 1380
2025
Q1 		– Sell
-11,777
Closed -$64.1K – 1110
2024
Q4 		$64.1K Buy
11,777
+87
+0.7% +$481 ﹤0.01% 1059
2024
Q3 		$63.5K Buy
11,690
+82
+0.7% +$443 ﹤0.01% 1073
2024
Q2 		$62.7K Buy
11,608
+85
+0.7% +$458 ﹤0.01% 1066
2024
Q1 		$63.6K Buy
11,523
+77
+0.7% +$408 ﹤0.01% 1067
2023
Q4 		$58.1K Buy
11,446
+79
+0.7% +$396 ﹤0.01% 992
2023
Q3 		$58.3K Buy
11,367
+79
+0.7% +$434 ﹤0.01% 951
2023
Q2 		$65.5K Buy
+11,288
New +$63.2K ﹤0.01% 980

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
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
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
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
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

Mutual Advisors's GAB Position: Q2 2026 in Review

Mutual Advisors opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 10,239 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in GAB as recently as Q4 2024.

Mutual Advisors first reported a position in GAB in Q2 2023 and has held it in 8 quarters since. The position peaked at $65.5K in Q2 2023. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Mutual Advisors held 10,239 shares of Gabelli Equity Trust worth $58K as of Q2 2026.
  • Gabelli Equity Trust was a new Mutual Advisors position in Q2 2026.
  • Gabelli Equity Trust made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1380 holding.
  • Mutual Advisors first reported a position in Gabelli Equity Trust in Q2 2023 and has held it in 8 quarters since.
  • Mutual Advisors's Gabelli Equity Trust position peaked at $65.5K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.