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Ritter Daniher Financial Advisory’s Gladstone Investment Corp GAIN Stock Holding History

Ritter Daniher Financial Advisory’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 		$24.6K Buy
1,594
+24
+2% +$377 ﹤0.01% 345
2026
Q1 		$22.3K Buy
1,570
+27
+2% +$376 ﹤0.01% 350
2025
Q4 		$21.6K Buy
+1,543
New +$21.4K ﹤0.01% 354

Other funds holding GAIN

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MW
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Ritter Daniher Financial Advisory's GAIN Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Gladstone Investment Corp (GAIN) stake by 1.5% in Q2 2026, buying an estimated $377 and bringing the position to 1,594 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Ritter Daniher Financial Advisory first reported a position in GAIN in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Ritter Daniher Financial Advisory held 1,594 shares of Gladstone Investment Corp worth $24.6K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 24 Gladstone Investment Corp shares in Q2 2026, an estimated $377.
  • Gladstone Investment Corp made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #345 holding.
  • Ritter Daniher Financial Advisory first reported a position in Gladstone Investment Corp in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.