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Newbridge Financial Services Group’s Gladstone Capital GLAD Stock Holding History

Newbridge Financial Services Group’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$17.4K – 1250
2026
Q1 		$17.4K Hold
1,000
– – ﹤0.01% 671
2025
Q4 		$20.7K Buy
1,000
+673
+206% +$13.6K ﹤0.01% 635
2025
Q3 		$7.15K Hold
327
– – ﹤0.01% 958
2025
Q2 		$8.82K Sell
327
-1,070
-77% -$27.7K ﹤0.01% 923
2025
Q1 		$38.4K Buy
1,397
+539
+63% +$15.4K 0.01% 421
2024
Q4 		$24.4K Buy
+858
New +$22.2K 0.01% 557
2024
Q3 		– Sell
-1,377
Closed -$32K – 819
2024
Q2 		$32K Buy
+1,377
New +$30K 0.01% 481
2021
Q3 		– Sell
-18,986
Closed -$434K – 1474
2021
Q2 		$434K Buy
18,986
+3,720
+24% +$82.2K 0.27% 87
2021
Q1 		$303K Buy
15,266
+1,032
+7% +$19.9K 0.22% 110
2020
Q4 		$252K Buy
14,234
+1,516
+12% +$24.6K 0.21% 106
2020
Q3 		$188K Buy
+12,718
New +$189K 0.19% 120

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Newbridge Financial Services Group's GLAD Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Gladstone Capital (GLAD) in Q2 2026, closing a stake of 1,000 shares — an estimated $17.4K sold.

Newbridge Financial Services Group first reported a position in GLAD in Q3 2020 and held it in 11 quarters. The position peaked at $434K in Q2 2021. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Gladstone Capital position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 Gladstone Capital shares in Q2 2026, an estimated $17.4K.
  • Newbridge Financial Services Group first reported a position in Gladstone Capital in Q3 2020 and held it in 11 quarters.
  • Newbridge Financial Services Group's Gladstone Capital position peaked at $434K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.