Sowell Financial Services
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Sowell Financial Services’s Gabelli Equity Trust GAB Stock Holding History

Sowell Financial Services’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
Q3 		$800K Buy
+152,588
New +$856K 0.02% 525
2022
Q1 		– Sell
-47,118
Closed -$339K – 281
2021
Q4 		$339K Sell
47,118
-12,148
-20% -$85.2K 0.02% 473
2021
Q3 		$394K Buy
59,266
+26,735
+82% +$181K 0.03% 427
2021
Q2 		$224K Buy
32,531
+14,887
+84% +$104K 0.01% 501
2021
Q1 		$125K Buy
17,644
+406
+2% +$2.59K ﹤0.01% 1272
2020
Q4 		$106K Sell
17,238
-1,125
-6% -$6.48K ﹤0.01% 1131
2020
Q3 		$91K Hold
18,363
– – ﹤0.01% 1002
2020
Q2 		$90K Buy
18,363
+15,466
+534% +$70.7K ﹤0.01% 998
2020
Q1 		$12K Buy
2,897
+100
+4% +$551 ﹤0.01% 1556
2019
Q4 		$17K Buy
2,797
+67
+2% +$397 ﹤0.01% 1489
2019
Q3 		$16K Buy
+2,730
New +$16.3K ﹤0.01% 1362

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Sowell Financial Services's GAB Position: Q3 2026 in Review

Sowell Financial Services opened a new position in Gabelli Equity Trust (GAB) in Q3 2026: 152,588 shares worth $800K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in GAB as recently as Q4 2021.

Sowell Financial Services first reported a position in GAB in Q3 2019 and has held it in 11 quarters since. 37 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

  • Sowell Financial Services held 152,588 shares of Gabelli Equity Trust worth $800K as of Q3 2026.
  • Gabelli Equity Trust was a new Sowell Financial Services position in Q3 2026.
  • Gabelli Equity Trust made up 0.02% of Sowell Financial Services's portfolio in Q3 2026, its #525 holding.
  • Sowell Financial Services first reported a position in Gabelli Equity Trust in Q3 2019 and has held it in 11 quarters since.
  • 37 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.