Steward Partners Investment Advisory’s Gabelli Equity Trust GAB Stock Holding History

Steward Partners Investment Advisory’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	$2.06M	Buy	364,375 +45,101	+14%	+$252K	0.01%	906
2026 Q1	$1.79M	Buy	319,274 +8,735	+3%	+$52.4K	0.01%	903
2025 Q4	$1.92M	Sell	310,539 -1,167	-0.4%	-$7.08K	0.01%	799
2025 Q3	$1.9M	Sell	311,706 -7,233	-2%	-$43.4K	0.01%	795
2025 Q2	$1.86M	Buy	318,939 +68,549	+27%	+$382K	0.01%	743
2025 Q1	$1.38M	Buy	250,390 +26,970	+12%	+$149K	0.01%	792
2024 Q4	$1.2M	Buy	223,420 +52,800	+31%	+$292K	0.01%	810
2024 Q3	$937K	Buy	170,620 +3,549	+2%	+$19.2K	0.01%	882
2024 Q2	$869K	Buy	167,071 +25,900	+18%	+$140K	0.01%	858
2024 Q1	$779K	Sell	141,171 -17,234	-11%	-$91.2K	0.01%	882
2023 Q4	$805K	Sell	158,405 -44,756	-22%	-$224K	0.01%	805
2023 Q3	$1.04M	Buy	203,161 +43,594	+27%	+$240K	0.02%	664
2023 Q2	$925K	Buy	159,567 +48,338	+43%	+$270K	0.01%	712
2023 Q1	$638K	Sell	111,229 -30,709	-22%	-$176K	0.01%	834
2022 Q4	$778K	Buy	141,938 +568	+0.4%	+$3.15K	0.01%	751
2022 Q3	$778K	Buy	141,370 +660	+0.5%	+$4.07K	0.01%	706
2022 Q2	$858K	Buy	140,710 +1,478	+1%	+$9.83K	0.02%	681
2022 Q1	$965K	Buy	139,232 +5,846	+4%	+$40.8K	0.01%	692
2021 Q4	$959K	Buy	133,386 +32,103	+32%	+$225K	0.01%	710
2021 Q3	$674K	Buy	101,283 +7,006	+7%	+$47.5K	0.01%	807
2021 Q2	$651K	Buy	94,277 +5,600	+6%	+$39.3K	0.01%	837
2021 Q1	$591K	Buy	+88,677	New	+$566K	0.01%	827

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

Steward Partners Investment Advisory's GAB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Gabelli Equity Trust (GAB) stake by 14% in Q2 2026, buying an estimated $252K and bringing the position to 364,375 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #906.

Steward Partners Investment Advisory first reported a position in GAB in Q1 2021 and has held it in 22 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Steward Partners Investment Advisory held 364,375 shares of Gabelli Equity Trust worth $2.06M as of Q2 2026.
Steward Partners Investment Advisory bought 45,101 Gabelli Equity Trust shares in Q2 2026, an estimated $252K.
Gabelli Equity Trust made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #906 holding.
Steward Partners Investment Advisory first reported a position in Gabelli Equity Trust in Q1 2021 and has held it in 22 quarters since.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.