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Sunbelt Securities’s Gladstone Investment Corp GAIN Stock Holding History

Sunbelt Securities’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 		$10.2K Buy
717
+13
+2% +$181 ﹤0.01% 1496
2025
Q4 		$9.84K Buy
704
+12
+2% +$166 ﹤0.01% 1442
2025
Q3 		$9.57K Buy
+692
New +$9.75K ﹤0.01% 1457

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities's GAIN Position: Q1 2026 in Review

Sunbelt Securities increased its Gladstone Investment Corp (GAIN) stake by 1.8% in Q1 2026, buying an estimated $181 and bringing the position to 717 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Sunbelt Securities first reported a position in GAIN in Q3 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Sunbelt Securities held 717 shares of Gladstone Investment Corp worth $10.2K as of Q1 2026.
  • Sunbelt Securities bought 13 Gladstone Investment Corp shares in Q1 2026, an estimated $181.
  • Gladstone Investment Corp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1496 holding.
  • Sunbelt Securities first reported a position in Gladstone Investment Corp in Q3 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.