Parallel Advisors
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Parallel Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Parallel Advisors’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.43K Sell
156
-65
-29% -$1.06K ﹤0.01% 3595
2026
Q2 		$3.42K Hold
221
– – ﹤0.01% 3358
2026
Q1 		$3.14K Sell
221
-42
-16% -$585 ﹤0.01% 3212
2025
Q4 		$3.67K Hold
263
– – ﹤0.01% 2944
2025
Q3 		$3.64K Hold
263
– – ﹤0.01% 2902
2025
Q2 		$3.75K Sell
263
-102
-28% -$1.42K ﹤0.01% 2835
2025
Q1 		$4.88K Buy
365
+120
+49% +$1.61K ﹤0.01% 2691
2024
Q4 		$3.25K Hold
245
– – ﹤0.01% 2803
2024
Q3 		$3.54K Hold
245
– – ﹤0.01% 2724
2024
Q2 		$3.42K Sell
245
-90
-27% -$1.26K ﹤0.01% 2643
2024
Q1 		$4.77K Sell
335
-142
-30% -$2.02K ﹤0.01% 2541
2023
Q4 		$6.75K Buy
477
+216
+83% +$2.98K ﹤0.01% 2436
2023
Q3 		$3.32K Sell
261
-78
-23% -$1.02K ﹤0.01% 2646
2023
Q2 		$4.42K Buy
339
+99
+41% +$1.3K ﹤0.01% 2474
2023
Q1 		$3.18K Buy
240
+172
+253% +$2.32K ﹤0.01% 2586
2022
Q4 		$878 Buy
+68
New +$897 ﹤0.01% 2929
2022
Q3 		– Sell
-177
Closed -$2.54K – 3266
2022
Q2 		$2K Sell
177
-200
-53% -$3.01K ﹤0.01% 2573
2022
Q1 		$6K Sell
377
-452
-55% -$7.11K ﹤0.01% 2231
2021
Q4 		$14K Buy
829
+169
+26% +$2.69K ﹤0.01% 1960
2021
Q3 		$9K Buy
660
+435
+193% +$6.31K ﹤0.01% 2122
2021
Q2 		$3K Hold
225
– – ﹤0.01% 2453
2021
Q1 		$3K Buy
225
+1
+0.4% +$12 ﹤0.01% 2361
2020
Q4 		$2K Buy
224
+74
+49% +$703 ﹤0.01% 2303
2020
Q3 		$1K Hold
150
– – ﹤0.01% 2439
2020
Q2 		$1K Hold
150
– – ﹤0.01% 2314
2020
Q1 		$1K Buy
+150
New +$1.78K ﹤0.01% 2266

Other funds holding GAIN

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OF
Outfitter Financial Brunswick, Maine $137M AUM 28.64% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Albert D. Mason Inc
Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Parallel Advisors's GAIN Position: Q3 2026 in Review

Parallel Advisors reduced its Gladstone Investment Corp (GAIN) stake by 29% in Q3 2026, selling an estimated $1.06K and leaving 156 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Parallel Advisors first reported a position in GAIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $14K in Q4 2021. 31 funds tracked by Wall St. Rank hold GAIN as of Q3 2026.

  • Parallel Advisors held 156 shares of Gladstone Investment Corp worth $2.43K as of Q3 2026.
  • Parallel Advisors sold 65 Gladstone Investment Corp shares in Q3 2026, an estimated $1.06K.
  • Gladstone Investment Corp made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3595 holding.
  • Parallel Advisors first reported a position in Gladstone Investment Corp in Q1 2020 and has held it in 26 quarters since.
  • Parallel Advisors's Gladstone Investment Corp position peaked at $14K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.