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Stonebridge Financial Group’s Gabelli Equity Trust GAB Stock Holding History

Stonebridge Financial Group’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 		$374K Buy
+66,248
New +$370K 0.05% 206

Other funds holding GAB

UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 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
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
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
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Stonebridge Financial Group's GAB Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 66,248 shares worth $374K. The stake represents 0.05% of the portfolio and ranks #206 among its holdings.

210 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Stonebridge Financial Group held 66,248 shares of Gabelli Equity Trust worth $374K as of Q2 2026.
  • Gabelli Equity Trust was a new Stonebridge Financial Group position in Q2 2026.
  • Gabelli Equity Trust made up 0.05% of Stonebridge Financial Group's portfolio in Q2 2026, its #206 holding.
  • 210 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.