Raymond James Financial
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Raymond James Financial’s Gladstone Investment Corp GAIN Stock Holding History

Raymond James Financial’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$681K Sell
47,934
-1,802
-4% -$25.1K ﹤0.01% 4132
2025
Q4 		$695K Buy
49,736
+5,783
+13% +$80.1K ﹤0.01% 4026
2025
Q3 		$607K Buy
43,953
+3,096
+8% +$43.6K ﹤0.01% 4001
2025
Q2 		$583K Buy
40,857
+814
+2% +$11.4K ﹤0.01% 3921
2025
Q1 		$535K Sell
40,043
-9,052
-18% -$121K ﹤0.01% 3898
2024
Q4 		$651K Buy
+49,095
New +$671K ﹤0.01% 3737

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's GAIN Position: Q1 2026 in Review

Raymond James Financial reduced its Gladstone Investment Corp (GAIN) stake by 3.6% in Q1 2026, selling an estimated $25.1K and leaving 47,934 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Raymond James Financial first reported a position in GAIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $695K in Q4 2025. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Raymond James Financial held 47,934 shares of Gladstone Investment Corp worth $681K as of Q1 2026.
  • Raymond James Financial sold 1,802 Gladstone Investment Corp shares in Q1 2026, an estimated $25.1K.
  • Gladstone Investment Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4132 holding.
  • Raymond James Financial first reported a position in Gladstone Investment Corp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Gladstone Investment Corp position peaked at $695K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.