PMG Family Office’s Gabelli Equity Trust GAB Stock Holding History

PMG Family Office’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	$861K	Buy	152,047 +7,686	+5%	+$43K	0.79%	49
2026 Q1	$808K	Buy	144,361 +5,879	+4%	+$35.3K	0.9%	45
2025 Q4	$854K	Sell	138,482 -714	-0.5%	-$4.33K	0.99%	39
2025 Q3	$848K	Buy	+139,196	New	+$835K	0.95%	41

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

PMG Family Office's GAB Position: Q2 2026 in Review

PMG Family Office increased its Gabelli Equity Trust (GAB) stake by 5.3% in Q2 2026, buying an estimated $43K and bringing the position to 152,047 shares worth $861K. The position accounts for 0.79% of the portfolio, ranked #49.

PMG Family Office first reported a position in GAB in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

PMG Family Office held 152,047 shares of Gabelli Equity Trust worth $861K as of Q2 2026.
PMG Family Office bought 7,686 Gabelli Equity Trust shares in Q2 2026, an estimated $43K.
Gabelli Equity Trust made up 0.79% of PMG Family Office's portfolio in Q2 2026, its #49 holding.
PMG Family Office first reported a position in Gabelli Equity Trust in Q3 2025 and has held it in 4 quarters since.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.