SageGuard Financial Group’s Gladstone Capital GLAD Stock Holding History

SageGuard Financial 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	–	Sell	-12,038	Closed	-$209K	–	217
2026 Q1	$209K	Hold	12,038	–	–	0.03%	187
2025 Q4	$249K	Buy	+12,038	New	+$244K	0.04%	155

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

SageGuard Financial Group's GLAD Position: Q2 2026 in Review

SageGuard Financial Group sold out of Gladstone Capital (GLAD) in Q2 2026, closing a stake of 12,038 shares — an estimated $209K sold.

SageGuard Financial Group first reported a position in GLAD in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 32 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

SageGuard Financial Group reported no remaining Gladstone Capital position as of Q2 2026 after selling out during the quarter.
SageGuard Financial Group sold 12,038 Gladstone Capital shares in Q2 2026, an estimated $209K.
SageGuard Financial Group first reported a position in Gladstone Capital in Q4 2025 and held it in 2 quarters.
SageGuard Financial Group's Gladstone Capital position peaked at $249K in Q4 2025.
32 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.