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 Q2	$613K	Buy	108,264 +6,788	+7%	+$38K	0.02%	577
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

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 89.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

PFG Investments's GAB Position: Q2 2026 in Review

PFG Investments increased its Gabelli Equity Trust (GAB) stake by 6.7% in Q2 2026, buying an estimated $38K and bringing the position to 108,264 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #577.

PFG Investments first reported a position in GAB in Q1 2024 and has held it in 10 quarters since. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

PFG Investments held 108,264 shares of Gabelli Equity Trust worth $613K as of Q2 2026.
PFG Investments bought 6,788 Gabelli Equity Trust shares in Q2 2026, an estimated $38K.
Gabelli Equity Trust made up 0.02% of PFG Investments's portfolio in Q2 2026, its #577 holding.
PFG Investments first reported a position in Gabelli Equity Trust in Q1 2024 and has held it in 10 quarters since.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.