Sit Investment Associates’s Gabelli Equity Trust GAB Stock Holding History

Sit Investment Associates’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	$3.79M	Buy	+669,071	New	+$3.74M	0.07%	231
2018 Q1	–	Sell	-26,047	Closed	-$158K	–	564
2017 Q4	$158K	Buy	+26,047	New	+$159K	﹤0.01%	489
2014 Q4	–	Sell	-79,109	Closed	-$489K	–	435
2014 Q3	$489K	Buy	+79,109	New	+$547K	0.01%	374
2014 Q1	–	Sell	-249,490	Closed	-$1.83M	–	459
2013 Q4	$1.83M	Sell	249,490 -92,093	-27%	-$624K	0.03%	299
2013 Q3	$2.18M	Buy	341,583 +338,412	+10,672%	+$2.18M	0.04%	265
2013 Q2	$20K	Buy	+3,171	New	+$20K	﹤0.01%	440

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

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 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 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

Sit Investment Associates's GAB Position: Q2 2026 in Review

Sit Investment Associates opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 669,071 shares worth $3.79M. The stake represents 0.07% of the portfolio and ranks #231 among its holdings. This is a return to the name: Sit Investment Associates previously reported a position in GAB as recently as Q4 2017.

Sit Investment Associates first reported a position in GAB in Q2 2013 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Sit Investment Associates held 669,071 shares of Gabelli Equity Trust worth $3.79M as of Q2 2026.
Gabelli Equity Trust was a new Sit Investment Associates position in Q2 2026.
Gabelli Equity Trust made up 0.07% of Sit Investment Associates's portfolio in Q2 2026, its #231 holding.
Sit Investment Associates first reported a position in Gabelli Equity Trust in Q2 2013 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.