Russell Investments Group’s Gladstone Capital GLAD Stock Holding History

Russell Investments Group’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 Q2	$1.3K	Sell	67 -3	-4%	-$57	﹤0.01%	4140
2026 Q1	$1.22K	Buy	+70	New	+$1.34K	﹤0.01%	4049
2025 Q4	–	Sell	-200	Closed	-$4.37K	–	4205
2025 Q3	$4.37K	Hold	200	–	–	﹤0.01%	3914
2025 Q2	$5.39K	Hold	200	–	–	﹤0.01%	3436
2025 Q1	$5.49K	Hold	200	–	–	﹤0.01%	3334
2024 Q4	$5.69K	Hold	200	–	–	﹤0.01%	3253
2024 Q3	$4.81K	Buy	+200	New	+$4.66K	﹤0.01%	3220
2021 Q1	–	Sell	-45,400	Closed	-$804K	–	3138
2020 Q4	$804K	Buy	+45,400	New	+$736K	﹤0.01%	2220
2020 Q1	–	Sell	-70,280	Closed	-$1.4M	–	3071
2019 Q4	$1.4M	Buy	+70,280	New	+$1.41M	﹤0.01%	1927
2018 Q1	–	Sell	-4,400	Closed	-$82K	–	2936
2017 Q4	$82K	Buy	+4,400	New	+$84.8K	﹤0.01%	2813

Other funds holding GLAD

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Russell Investments Group's GLAD Position: Q2 2026 in Review

Russell Investments Group reduced its Gladstone Capital (GLAD) stake by 4.3% in Q2 2026, selling an estimated $57 and leaving 67 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

Russell Investments Group first reported a position in GLAD in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2019. 32 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

Russell Investments Group held 67 shares of Gladstone Capital worth $1.3K as of Q2 2026.
Russell Investments Group sold 3 Gladstone Capital shares in Q2 2026, an estimated $57.
Gladstone Capital made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4140 holding.
Russell Investments Group first reported a position in Gladstone Capital in Q4 2017 and has held it in 10 quarters since.
Russell Investments Group's Gladstone Capital position peaked at $1.4M in Q4 2019.
32 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.