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PFG Investments’s Gabelli Equity Trust GAB Stock Holding History

PFG Investments’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
Q1 		$568K Buy
101,476
+4,664
+5% +$28K 0.03% 553
2025
Q4 		$597K Buy
96,812
+2,802
+3% +$17K 0.03% 503
2025
Q3 		$573K Buy
94,010
+1,318
+1% +$7.91K 0.03% 507
2025
Q2 		$539K Buy
92,692
+6,143
+7% +$34.2K 0.03% 501
2025
Q1 		$477K Buy
86,549
+2,928
+4% +$16.1K 0.03% 513
2024
Q4 		$450K Sell
83,621
-30
-0% -$166 0.03% 533
2024
Q3 		$459K Buy
83,651
+1,869
+2% +$10.1K 0.03% 526
2024
Q2 		$425K Buy
81,782
+8,364
+11% +$45.1K 0.03% 514
2024
Q1 		$405K Buy
+73,418
New +$389K 0.02% 618

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return