PFS Partners’s Gladstone Capital GLAD Stock Holding History

PFS Partners’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 Q3	$37.9K	Hold	1,969	–	–	0.02%	244
2026 Q2	$38.2K	Hold	1,969	–	–	0.02%	233
2026 Q1	$34.2K	Hold	1,969	–	–	0.02%	226
2025 Q4	$40.7K	Hold	1,969	–	–	0.02%	198
2025 Q3	$43.1K	Hold	1,969	–	–	0.02%	185
2025 Q2	$53.1K	Hold	1,969	–	–	0.03%	157
2025 Q1	$54.1K	Hold	1,969	–	–	0.03%	141
2024 Q4	$56K	Hold	1,969	–	–	0.03%	140
2024 Q3	$47.4K	Buy	1,969 +1,200	+156%	+$27.9K	0.03%	140
2024 Q2	$17.9K	Buy	+769	New	+$16.8K	0.01%	212
2024 Q1	–	Sell	-770	Closed	-$16.5K	–	476
2023 Q4	$16.5K	Hold	770	–	–	0.01%	208
2023 Q3	$14.8K	Hold	770	–	–	0.01%	204
2023 Q2	$15K	Hold	770	–	–	0.01%	218
2023 Q1	$14.5K	Hold	770	–	–	0.01%	190
2022 Q4	$14.8K	Hold	770	–	–	0.02%	178
2022 Q3	$13.1K	Hold	770	–	–	0.01%	176
2022 Q2	$15.5K	Hold	770	–	–	0.02%	163
2022 Q1	$18.1K	Hold	770	–	–	0.02%	164
2021 Q4	$17.8K	Buy	+770	New	+$17.8K	0.01%	167

Other funds holding GLAD

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Fortress Financial Solutions Tucson, Arizona $118M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

PFS Partners's GLAD Position: Q3 2026 in Review

PFS Partners held its Gladstone Capital (GLAD) position steady in Q3 2026 at 1,969 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #244.

PFS Partners first reported a position in GLAD in Q4 2021 and has held it in 19 quarters since. The position peaked at $56K in Q4 2024. 19 funds tracked by Wall St. Rank hold GLAD as of Q3 2026.

PFS Partners held 1,969 shares of Gladstone Capital worth $37.9K as of Q3 2026.
PFS Partners left its Gladstone Capital share count unchanged in Q3 2026.
Gladstone Capital made up 0.02% of PFS Partners's portfolio in Q3 2026, its #244 holding.
PFS Partners first reported a position in Gladstone Capital in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Gladstone Capital position peaked at $56K in Q4 2024.
19 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.