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Safeguard Investment Advisory Group’s Gabelli Equity Trust GAB Stock Holding History

Safeguard Investment Advisory Group’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.7K Buy
13,195
+1,254
+11% +$7.01K 0.02% 177
2026
Q1 		$66.9K Sell
11,941
-2,955
-20% -$17.7K 0.02% 141
2025
Q4 		$91.9K Buy
14,896
+307
+2% +$1.86K 0.02% 147
2025
Q3 		$88.8K Sell
14,589
-1
-0% -$6 0.02% 149
2025
Q2 		$84.9K Buy
14,590
+317
+2% +$1.77K 0.02% 142
2025
Q1 		$78.6K Buy
14,273
+314
+2% +$1.73K 0.02% 138
2024
Q4 		$75.1K Buy
13,959
+316
+2% +$1.75K 0.02% 117
2024
Q3 		$74.9K Sell
13,643
-181
-1% -$977 0.02% 119
2024
Q2 		$71.9K Buy
13,824
+836
+6% +$4.5K 0.02% 106
2024
Q1 		$71.7K Buy
12,988
+343
+3% +$1.82K 0.02% 104
2023
Q4 		$64.2K Buy
12,645
+354
+3% +$1.77K 0.02% 102
2023
Q3 		$63K Sell
12,291
-3,189
-21% -$17.5K 0.03% 93
2023
Q2 		$89.8K Buy
15,480
+418
+3% +$2.34K 0.04% 101
2023
Q1 		$86.5K Buy
15,062
+411
+3% +$2.35K 0.04% 98
2022
Q4 		$80.3K Buy
14,651
+398
+3% +$2.21K 0.05% 96
2022
Q3 		$78K Buy
14,253
+696
+5% +$4.29K 0.05% 94
2022
Q2 		$93K Hold
13,557
– – 0.06% 94
2022
Q1 		$93K Buy
13,557
+281
+2% +$1.96K 0.06% 86
2021
Q4 		$95K Buy
13,276
+327
+3% +$2.29K 0.06% 91
2021
Q3 		$86K Buy
12,949
+280
+2% +$1.9K 0.06% 88
2021
Q2 		$87K Sell
12,669
-291
-2% -$2.04K 0.06% 83
2021
Q1 		$86K Hold
12,960
– – 0.08% 75
2020
Q4 		$79K Buy
+12,960
New +$74.7K 0.07% 147

Other funds holding GAB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Safeguard Investment Advisory Group's GAB Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Gabelli Equity Trust (GAB) stake by 11% in Q2 2026, buying an estimated $7.01K and bringing the position to 13,195 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #177.

Safeguard Investment Advisory Group first reported a position in GAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $95K in Q4 2021. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Safeguard Investment Advisory Group held 13,195 shares of Gabelli Equity Trust worth $74.7K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,254 Gabelli Equity Trust shares in Q2 2026, an estimated $7.01K.
  • Gabelli Equity Trust made up 0.02% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #177 holding.
  • Safeguard Investment Advisory Group first reported a position in Gabelli Equity Trust in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Gabelli Equity Trust position peaked at $95K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.