SAG
GDV icon

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
2026
Q1 		– Sell
-8,139
Closed -$226K – 1285
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 $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's GDV Position: Q1 2026 in Review

SageView Advisory Group sold out of Gabelli Dividend & Income Trust (GDV) in Q1 2026, closing a stake of 8,139 shares — an estimated $226K sold.

SageView Advisory Group first reported a position in GDV in Q3 2025 and held it in 2 quarters. The position peaked at $260K in Q3 2025. 182 funds tracked by Wall St. Rank hold GDV as of Q1 2026.

  • SageView Advisory Group reported no remaining Gabelli Dividend & Income Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 8,139 Gabelli Dividend & Income Trust shares in Q1 2026, an estimated $226K.
  • SageView Advisory Group first reported a position in Gabelli Dividend & Income Trust in Q3 2025 and held it in 2 quarters.
  • SageView Advisory Group's Gabelli Dividend & Income Trust position peaked at $260K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.