Symphony Financial Services’s Gabelli Equity Trust GAB Stock Holding History

Symphony Financial Services’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	$182K	Buy	32,152 +248	+0.8%	+$1.39K	0.08%	104
2026 Q1	$179K	Buy	31,904 +240	+0.8%	+$1.44K	0.09%	97
2025 Q4	$195K	Sell	31,664 -280	-0.9%	-$1.7K	0.1%	99
2025 Q3	$195K	Buy	31,944 +1,966	+7%	+$11.8K	0.1%	93
2025 Q2	$174K	Buy	29,978 +234	+0.8%	+$1.3K	0.1%	87
2025 Q1	$164K	Buy	29,744 +1,623	+6%	+$8.95K	0.11%	82
2024 Q4	$151K	Buy	28,121 +216	+0.8%	+$1.2K	0.12%	78
2024 Q3	$153K	Sell	27,905 -954	-3%	-$5.15K	0.13%	78
2024 Q2	$152K	Buy	+28,859	New	+$156K	0.13%	81

Other funds holding GAB

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Symphony Financial Services's GAB Position: Q2 2026 in Review

Symphony Financial Services increased its Gabelli Equity Trust (GAB) stake by 0.78% in Q2 2026, buying an estimated $1.39K and bringing the position to 32,152 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #104.

Symphony Financial Services first reported a position in GAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q4 2025. 86 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Symphony Financial Services held 32,152 shares of Gabelli Equity Trust worth $182K as of Q2 2026.
Symphony Financial Services bought 248 Gabelli Equity Trust shares in Q2 2026, an estimated $1.39K.
Gabelli Equity Trust made up 0.08% of Symphony Financial Services's portfolio in Q2 2026, its #104 holding.
Symphony Financial Services first reported a position in Gabelli Equity Trust in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Gabelli Equity Trust position peaked at $195K in Q4 2025.
86 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.