Root Financial Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History

Root Financial Partners’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.04K	Buy	+187	New	+$5.27K	﹤0.01%	1957

Other funds holding GDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's GDV Position: Q1 2026 in Review

Root Financial Partners opened a new position in Gabelli Dividend & Income Trust (GDV) in Q1 2026: 187 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #1957 among its holdings.

182 funds tracked by Wall St. Rank hold GDV as of Q1 2026.

Root Financial Partners held 187 shares of Gabelli Dividend & Income Trust worth $5.04K as of Q1 2026.
Gabelli Dividend & Income Trust was a new Root Financial Partners position in Q1 2026.
Gabelli Dividend & Income Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1957 holding.
182 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.