Nations Financial Group’s Gabelli Dividend & Income Trust GDV Stock Holding History

Nations Financial Group’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Buy	15,051 +37	+0.2%	+$1.07K	0.02%	570
2026 Q1	$404K	Buy	15,014 +1,500	+11%	+$42.3K	0.02%	586
2025 Q4	$375K	Buy	13,514 +36	+0.3%	+$976	0.02%	578
2025 Q3	$366K	Buy	13,478 +36	+0.3%	+$960	0.02%	555
2025 Q2	$350K	Sell	13,442 -753	-5%	-$18.1K	0.02%	533
2025 Q1	$343K	Buy	14,195 +28	+0.2%	+$688	0.03%	509
2024 Q4	$342K	Buy	14,167 +22	+0.2%	+$543	0.03%	523
2024 Q3	$346K	Buy	14,145 +23	+0.2%	+$540	0.03%	533
2024 Q2	$321K	Buy	14,122 +23	+0.2%	+$516	0.03%	517
2024 Q1	$324K	Buy	14,099 +23	+0.2%	+$505	0.03%	516
2023 Q4	$305K	Sell	14,076 -1,278	-8%	-$25.4K	0.03%	511
2023 Q3	$298K	Buy	15,354 +1,099	+8%	+$23K	0.03%	499
2023 Q2	$301K	Sell	14,255 -90	-0.6%	-$1.86K	0.03%	493
2023 Q1	$298K	Sell	14,345 -3,069	-18%	-$65.1K	0.03%	485
2022 Q4	$359K	Buy	17,414 +6,347	+57%	+$130K	0.04%	429
2022 Q3	$207K	Buy	11,067 +348	+3%	+$7.41K	0.03%	490
2022 Q2	$219K	Buy	10,719 +1,721	+19%	+$38.2K	0.03%	467
2022 Q1	$222K	Buy	8,998 +21	+0.2%	+$523	0.03%	475
2021 Q4	$242K	Buy	8,977 +17	+0.2%	+$453	0.03%	429
2021 Q3	$231K	Buy	8,960 +17	+0.2%	+$451	0.04%	404
2021 Q2	$235K	Buy	8,943 +17	+0.2%	+$436	0.04%	365
2021 Q1	$214K	Buy	+8,926	New	+$204K	0.05%	330
2018 Q3	–	Sell	-14,706	Closed	-$332K	–	171
2018 Q2	$332K	Buy	14,706 +66	+0.5%	+$1.48K	0.28%	105
2018 Q1	$324K	Sell	14,640 -3,824	-21%	-$89K	0.3%	98
2017 Q4	$432K	Buy	18,464 +65	+0.4%	+$1.47K	0.4%	81
2017 Q3	$412K	Buy	18,399 +64	+0.3%	+$1.4K	0.4%	82
2017 Q2	$400K	Buy	18,335 +1,065	+6%	+$22.9K	0.33%	91
2017 Q1	$360K	Sell	17,270 -745	-4%	-$15.4K	0.35%	86
2016 Q4	$361K	Buy	18,015 +35	+0.2%	+$677	0.39%	81
2016 Q3	$345K	Buy	17,980 +1,059	+6%	+$20.8K	0.34%	93
2016 Q2	$324K	Buy	+16,921	New	+$317K	0.34%	93

Other funds holding GDV

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Nations Financial Group's GDV Position: Q2 2026 in Review

Nations Financial Group increased its Gabelli Dividend & Income Trust (GDV) stake by 0.25% in Q2 2026, buying an estimated $1.07K and bringing the position to 15,051 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #570.

Nations Financial Group first reported a position in GDV in Q2 2016 and has held it in 31 quarters since. 56 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Nations Financial Group held 15,051 shares of Gabelli Dividend & Income Trust worth $443K as of Q2 2026.
Nations Financial Group bought 37 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $1.07K.
Gabelli Dividend & Income Trust made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #570 holding.
Nations Financial Group first reported a position in Gabelli Dividend & Income Trust in Q2 2016 and has held it in 31 quarters since.
56 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.