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 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

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's GAIN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Gladstone Investment Corp (GAIN) position steady in Q1 2026 at 3,000 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Steward Partners Investment Advisory first reported a position in GAIN in Q1 2021 and has held it in 9 quarters since. The position peaked at $51.4K in Q2 2025. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

Steward Partners Investment Advisory held 3,000 shares of Gladstone Investment Corp worth $42.6K as of Q1 2026.
Steward Partners Investment Advisory left its Gladstone Investment Corp share count unchanged in Q1 2026.
Gladstone Investment Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2868 holding.
Steward Partners Investment Advisory first reported a position in Gladstone Investment Corp in Q1 2021 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Gladstone Investment Corp position peaked at $51.4K in Q2 2025.
90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.