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SageView Advisory Group’s Gabelli Dividend & Income Trust GDV Stock Holding History

SageView Advisory Group’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
2025
Q4 		$226K Sell
8,139
-1,452
-15% -$39.4K 0.01% 555
2025
Q3 		$260K Buy
+9,591
New +$256K 0.01% 557

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SageView Advisory Group's GDV Position: Q4 2025 in Review

SageView Advisory Group reduced its Gabelli Dividend & Income Trust (GDV) stake by 15% in Q4 2025, selling an estimated $39.4K and leaving 8,139 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #555.

SageView Advisory Group first reported a position in GDV in Q3 2025 and has held it in 2 quarters since. The position peaked at $260K in Q3 2025. 186 funds tracked by Wall St. Rank hold GDV as of Q4 2025.

  • SageView Advisory Group held 8,139 shares of Gabelli Dividend & Income Trust worth $226K as of Q4 2025.
  • SageView Advisory Group sold 1,452 Gabelli Dividend & Income Trust shares in Q4 2025, an estimated $39.4K.
  • Gabelli Dividend & Income Trust made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #555 holding.
  • SageView Advisory Group first reported a position in Gabelli Dividend & Income Trust in Q3 2025 and has held it in 2 quarters since.
  • SageView Advisory Group's Gabelli Dividend & Income Trust position peaked at $260K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.