Steward Partners Investment Advisory’s Gladstone Investment Corp GAIN Stock Holding History

Steward Partners Investment Advisory’s Portfolio GAIN Stock Details GAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.4K	Hold	3,000	–	–	﹤0.01%	2992
2026 Q1	$42.6K	Hold	3,000	–	–	﹤0.01%	2868
2025 Q4	$41.9K	Sell	3,000 -600	-17%	-$8.31K	﹤0.01%	2768
2025 Q3	$49.8K	Hold	3,600	–	–	﹤0.01%	2612
2025 Q2	$51.4K	Hold	3,600	–	–	﹤0.01%	2466
2025 Q1	$48.1K	Buy	3,600 +600	+20%	+$8.05K	﹤0.01%	2401
2024 Q4	$39.8K	Hold	3,000	–	–	﹤0.01%	2453
2024 Q3	$43.4K	Hold	3,000	–	–	﹤0.01%	2300
2024 Q2	$41.9K	Buy	+3,000	New	+$42.2K	﹤0.01%	2188
2021 Q2	–	Sell	-762	Closed	-$9.32K	–	7205
2021 Q1	$9.32K	Buy	+762	New	+$8.76K	﹤0.01%	2805

Other funds holding GAIN

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 3,000 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Steward Partners Investment Advisory first reported a position in GAIN in Q1 2021 and has held it in 10 quarters since. The position peaked at $51.4K in Q2 2025. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

Steward Partners Investment Advisory held 3,000 shares of Gladstone Investment Corp worth $46.4K as of Q2 2026.
Steward Partners Investment Advisory left its Gladstone Investment Corp share count unchanged in Q2 2026.
Gladstone Investment Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2992 holding.
Steward Partners Investment Advisory first reported a position in Gladstone Investment Corp in Q1 2021 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Gladstone Investment Corp position peaked at $51.4K in Q2 2025.
93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

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