Turner Financial Group’s Gabelli Utility Trust GUT Stock Holding History

Turner Financial Group’s Portfolio GUT Stock Details GUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74K	Buy	+11,222	New	+$69.9K	0.07%	111

Other funds holding GUT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Turner Financial Group's GUT Position: Q2 2026 in Review

Turner Financial Group opened a new position in Gabelli Utility Trust (GUT) in Q2 2026: 11,222 shares worth $74K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings.

96 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Turner Financial Group held 11,222 shares of Gabelli Utility Trust worth $74K as of Q2 2026.
Gabelli Utility Trust was a new Turner Financial Group position in Q2 2026.
Gabelli Utility Trust made up 0.07% of Turner Financial Group's portfolio in Q2 2026, its #111 holding.
96 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Turner Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.