SFG
GCV

Stonebridge Financial Group’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Stonebridge Financial Group’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95K Buy
+20,330
New +$92.3K 0.01% 304

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

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

Stonebridge Financial Group opened a new position in Gabelli Convertible and Income Securities Fund (GCV) in Q2 2026: 20,330 shares worth $95K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings.

32 funds tracked by Wall St. Rank hold GCV as of Q2 2026.

  • Stonebridge Financial Group held 20,330 shares of Gabelli Convertible and Income Securities Fund worth $95K as of Q2 2026.
  • Gabelli Convertible and Income Securities Fund was a new Stonebridge Financial Group position in Q2 2026.
  • Gabelli Convertible and Income Securities Fund made up 0.01% of Stonebridge Financial Group's portfolio in Q2 2026, its #304 holding.
  • 32 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2026.

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