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Register Financial Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Register Financial Advisors’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 		$147K Hold
9,500
– – 0.05% 251
2026
Q1 		$135K Hold
9,500
– – 0.05% 232
2025
Q4 		$133K Buy
+9,500
New +$132K 0.05% 224

Other funds holding GAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Register Financial Advisors's GAIN Position: Q2 2026 in Review

Register Financial Advisors held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 9,500 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #251.

Register Financial Advisors first reported a position in GAIN in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Register Financial Advisors held 9,500 shares of Gladstone Investment Corp worth $147K as of Q2 2026.
  • Register Financial Advisors left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up 0.05% of Register Financial Advisors's portfolio in Q2 2026, its #251 holding.
  • Register Financial Advisors first reported a position in Gladstone Investment Corp in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.