Root Financial Partners’s Gladstone Capital GLAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$193	Buy	+10	New	+$195	﹤0.01%	3518

Other funds holding GLAD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Root Financial Partners opened a new position in Gladstone Capital (GLAD) in Q3 2026: 10 shares worth $193. The stake represents ﹤0.01% of the portfolio and ranks #3518 among its holdings.

36 funds tracked by Wall St. Rank hold GLAD as of Q3 2026.

Root Financial Partners held 10 shares of Gladstone Capital worth $193 as of Q3 2026.
Gladstone Capital was a new Root Financial Partners position in Q3 2026.
Gladstone Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3518 holding.
36 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2026.

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