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SYM Financial Corp’s Gabelli Equity Trust GAB Stock Holding History

SYM Financial Corp’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 		$101K Buy
17,890
+466
+3% +$2.61K 0.01% 413
2026
Q1 		$97.6K Buy
17,424
+5,390
+45% +$32.3K 0.01% 349
2025
Q4 		$74.2K Buy
12,034
+283
+2% +$1.72K 0.01% 354
2025
Q3 		$71.6K Buy
11,751
+275
+2% +$1.65K 0.01% 355
2025
Q2 		$66.8K Buy
11,476
+291
+3% +$1.62K 0.01% 352
2025
Q1 		$61.6K Sell
11,185
-3,301
-23% -$18.2K 0.01% 305
2024
Q4 		$77.9K Buy
14,486
+384
+3% +$2.12K 0.01% 270
2024
Q3 		$77.4K Buy
14,102
+371
+3% +$2K 0.01% 212
2024
Q2 		$71.4K Buy
13,731
+375
+3% +$2.02K 0.01% 192
2024
Q1 		$73.7K Buy
13,356
+418
+3% +$2.21K 0.01% 117
2023
Q4 		$65.7K Buy
12,938
+363
+3% +$1.82K 0.01% 125
2023
Q3 		$64.5K Buy
12,575
+343
+3% +$1.89K 0.01% 121
2023
Q2 		$70.9K Buy
12,232
+310
+3% +$1.74K 0.01% 75
2023
Q1 		$68.4K Buy
11,922
+896
+8% +$5.13K 0.02% 72
2022
Q4 		$60.4K Buy
11,026
+281
+3% +$1.56K 0.01% 76
2022
Q3 		$59K Buy
10,745
+267
+3% +$1.65K 0.03% 70
2022
Q2 		$64K Buy
10,478
+242
+2% +$1.61K 0.03% 72
2022
Q1 		$71K Buy
10,236
+212
+2% +$1.48K 0.03% 70
2021
Q4 		$72K Buy
+10,024
New +$70.3K 0.03% 70
2021
Q3 		– Sell
-8,335
Closed -$58K – 116
2021
Q2 		$58K Buy
+8,335
New +$58.4K 0.03% 62

Other funds holding GAB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
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

SYM Financial Corp's GAB Position: Q2 2026 in Review

SYM Financial Corp increased its Gabelli Equity Trust (GAB) stake by 2.7% in Q2 2026, buying an estimated $2.61K and bringing the position to 17,890 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #413.

SYM Financial Corp first reported a position in GAB in Q2 2021 and has held it in 20 quarters since. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • SYM Financial Corp held 17,890 shares of Gabelli Equity Trust worth $101K as of Q2 2026.
  • SYM Financial Corp bought 466 Gabelli Equity Trust shares in Q2 2026, an estimated $2.61K.
  • Gabelli Equity Trust made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #413 holding.
  • SYM Financial Corp first reported a position in Gabelli Equity Trust in Q2 2021 and has held it in 20 quarters since.
  • 223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.