Root Financial Partners
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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
Q3 		$5.29K Buy
+187
New +$5.57K ﹤0.01% 2209
2026
Q2 		– Sell
-187
Closed -$5.04K – 1490
2026
Q1 		$5.04K Buy
+187
New +$5.27K ﹤0.01% 1957

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Allspring Global Investments
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Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers Rye, New York $640M AUM 53.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Root Financial Partners's GDV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Gabelli Dividend & Income Trust (GDV) in Q3 2026: 187 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #2209 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GDV as recently as Q1 2026.

Root Financial Partners first reported a position in GDV in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Root Financial Partners held 187 shares of Gabelli Dividend & Income Trust worth $5.29K as of Q3 2026.
  • Gabelli Dividend & Income Trust was a new Root Financial Partners position in Q3 2026.
  • Gabelli Dividend & Income Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2209 holding.
  • Root Financial Partners first reported a position in Gabelli Dividend & Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.