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 Q3	$170K	Buy	32,419 +267	+0.8%	+$1.5K	0.07%	107
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

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Symphony Financial Services's GAB Position: Q3 2026 in Review

Symphony Financial Services increased its Gabelli Equity Trust (GAB) stake by 0.83% in Q3 2026, buying an estimated $1.5K and bringing the position to 32,419 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #107.

Symphony Financial Services first reported a position in GAB in Q2 2024 and has held it in 10 quarters since. The position peaked at $195K in Q4 2025. 182 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

Symphony Financial Services held 32,419 shares of Gabelli Equity Trust worth $170K as of Q3 2026.
Symphony Financial Services bought 267 Gabelli Equity Trust shares in Q3 2026, an estimated $1.5K.
Gabelli Equity Trust made up 0.07% of Symphony Financial Services's portfolio in Q3 2026, its #107 holding.
Symphony Financial Services first reported a position in Gabelli Equity Trust in Q2 2024 and has held it in 10 quarters since.
Symphony Financial Services's Gabelli Equity Trust position peaked at $195K in Q4 2025.
182 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.