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Steward Partners Investment Advisory’s Gladstone Capital GLAD Stock Holding History

Steward Partners Investment Advisory’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.83K Buy
300
+200
+200% +$3.79K ﹤0.01% 3916
2026
Q1 		$1.74K Buy
+100
New +$1.91K ﹤0.01% 4094
2025
Q4 		– Sell
-1,367
Closed -$29.9K – 4377
2025
Q3 		$29.9K Hold
1,367
– – ﹤0.01% 2895
2025
Q2 		$36.9K Buy
+1,367
New +$35.4K ﹤0.01% 2629
2024
Q2 		– Sell
-99
Closed -$2.13K – 3648
2024
Q1 		$2.13K Buy
+99
New +$2.08K ﹤0.01% 3280

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Gladstone Capital (GLAD) stake by 200% in Q2 2026, buying an estimated $3.79K and bringing the position to 300 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

Steward Partners Investment Advisory first reported a position in GLAD in Q1 2024 and has held it in 5 quarters since. The position peaked at $36.9K in Q2 2025. 76 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Steward Partners Investment Advisory held 300 shares of Gladstone Capital worth $5.83K as of Q2 2026.
  • Steward Partners Investment Advisory bought 200 Gladstone Capital shares in Q2 2026, an estimated $3.79K.
  • Gladstone Capital made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3916 holding.
  • Steward Partners Investment Advisory first reported a position in Gladstone Capital in Q1 2024 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Gladstone Capital position peaked at $36.9K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

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