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 Q3	–	Sell	-10,000	Closed	-$56.6K	–	982
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

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Pinnacle Associates's GAB Position: Q3 2026 in Review

Pinnacle Associates sold out of Gabelli Equity Trust (GAB) in Q3 2026, closing a stake of 10,000 shares — an estimated $56.6K sold.

Pinnacle Associates first reported a position in GAB in Q2 2020 and held it in 17 quarters. The position peaked at $219K in Q1 2022. 37 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

Pinnacle Associates reported no remaining Gabelli Equity Trust position as of Q3 2026 after selling out during the quarter.
Pinnacle Associates sold 10,000 Gabelli Equity Trust shares in Q3 2026, an estimated $56.6K.
Pinnacle Associates first reported a position in Gabelli Equity Trust in Q2 2020 and held it in 17 quarters.
Pinnacle Associates's Gabelli Equity Trust position peaked at $219K in Q1 2022.
37 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.