Pinnacle Associates’s Gabelli Equity Trust GAB Stock Holding History

Pinnacle Associates’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	$56.6K	Buy	+10,000	New	+$55.9K	﹤0.01%	960
2024 Q4	–	Sell	-28,642	Closed	-$146K	–	854
2024 Q3	$146K	Buy	+28,642	New	+$155K	﹤0.01%	779
2024 Q1	–	Sell	-28,642	Closed	-$146K	–	842
2023 Q4	$146K	Hold	28,642	–	–	﹤0.01%	791
2023 Q3	$147K	Hold	28,642	–	–	﹤0.01%	772
2023 Q2	$166K	Hold	28,642	–	–	﹤0.01%	771
2023 Q1	$164K	Hold	28,642	–	–	﹤0.01%	735
2022 Q4	$157K	Sell	28,642 -2,972	-9%	-$16.5K	﹤0.01%	720
2022 Q3	$174K	Hold	31,614	–	–	﹤0.01%	701
2022 Q2	$193K	Hold	31,614	–	–	﹤0.01%	709
2022 Q1	$219K	Buy	31,614 +2,972	+10%	+$20.7K	﹤0.01%	739
2021 Q4	$206K	Hold	28,642	–	–	﹤0.01%	756
2021 Q3	$190K	Hold	28,642	–	–	﹤0.01%	739
2021 Q2	$198K	Sell	28,642 -659	-2%	-$4.62K	﹤0.01%	737
2021 Q1	$195K	Hold	29,301	–	–	﹤0.01%	710
2020 Q4	$180K	Hold	29,301	–	–	﹤0.01%	683
2020 Q3	$146K	Hold	29,301	–	–	﹤0.01%	654
2020 Q2	$144K	Buy	+29,301	New	+$134K	﹤0.01%	647

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 89.08% 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

Pinnacle Associates's GAB Position: Q2 2026 in Review

Pinnacle Associates opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 10,000 shares worth $56.6K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in GAB as recently as Q3 2024.

Pinnacle Associates first reported a position in GAB in Q2 2020 and has held it in 17 quarters since. The position peaked at $219K in Q1 2022. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Pinnacle Associates held 10,000 shares of Gabelli Equity Trust worth $56.6K as of Q2 2026.
Gabelli Equity Trust was a new Pinnacle Associates position in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #960 holding.
Pinnacle Associates first reported a position in Gabelli Equity Trust in Q2 2020 and has held it in 17 quarters since.
Pinnacle Associates's Gabelli Equity Trust position peaked at $219K in Q1 2022.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.