SFC
GAB icon

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SYM Financial Corp's GAB Position: Q1 2026 in Review

SYM Financial Corp increased its Gabelli Equity Trust (GAB) stake by 45% in Q1 2026, buying an estimated $32.3K and bringing the position to 17,424 shares worth $97.6K. The position accounts for 0.01% of the portfolio, ranked #349.

SYM Financial Corp first reported a position in GAB in Q2 2021 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • SYM Financial Corp held 17,424 shares of Gabelli Equity Trust worth $97.6K as of Q1 2026.
  • SYM Financial Corp bought 5,390 Gabelli Equity Trust shares in Q1 2026, an estimated $32.3K.
  • Gabelli Equity Trust made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #349 holding.
  • SYM Financial Corp first reported a position in Gabelli Equity Trust in Q2 2021 and has held it in 19 quarters since.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.