Summit Securities Group’s Gladstone Capital GLAD Stock Holding History

Summit Securities Group’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 Q3	$9.9K	Buy	+515	New	+$10.1K	﹤0.01%	801

Other funds holding GLAD

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Fortress Financial Solutions Tucson, Arizona $118M AUM

Summit Securities Group's GLAD Position: Q3 2026 in Review

Summit Securities Group opened a new position in Gladstone Capital (GLAD) in Q3 2026: 515 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

32 funds tracked by Wall St. Rank hold GLAD as of Q3 2026.

Summit Securities Group held 515 shares of Gladstone Capital worth $9.9K as of Q3 2026.
Gladstone Capital was a new Summit Securities Group position in Q3 2026.
Gladstone Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #801 holding.
32 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.