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
Q2 		$839K Buy
54,244
+6,310
+13% +$99K ﹤0.01% 4127
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

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MW
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial's GAIN Position: Q2 2026 in Review

Raymond James Financial increased its Gladstone Investment Corp (GAIN) stake by 13% in Q2 2026, buying an estimated $99K and bringing the position to 54,244 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #4127.

Raymond James Financial first reported a position in GAIN in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Raymond James Financial held 54,244 shares of Gladstone Investment Corp worth $839K as of Q2 2026.
  • Raymond James Financial bought 6,310 Gladstone Investment Corp shares in Q2 2026, an estimated $99K.
  • Gladstone Investment Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4127 holding.
  • Raymond James Financial first reported a position in Gladstone Investment Corp in Q4 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.