United Capital Financial Advisors’s General American Investors Company GAM Stock Holding History

United Capital Financial Advisors’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$532K	Hold	8,345	–	–	﹤0.01%	1085
2026 Q1	$552K	Hold	8,345	–	–	﹤0.01%	1015
2025 Q4	$490K	Buy	+8,345	New	+$507K	﹤0.01%	960
2023 Q1	–	Sell	-5,860	Closed	-$212K	–	1004
2022 Q4	$212K	Buy	+5,860	New	+$212K	﹤0.01%	968
2022 Q3	–	Sell	-5,907	Closed	-$209K	–	1107
2022 Q2	$209K	Hold	5,907	–	–	﹤0.01%	1050
2022 Q1	$251K	Hold	5,907	–	–	﹤0.01%	1048
2021 Q4	$261K	Hold	5,907	–	–	﹤0.01%	1076
2021 Q3	$254K	Hold	5,907	–	–	﹤0.01%	1066
2021 Q2	$256K	Hold	5,907	–	–	﹤0.01%	1067
2021 Q1	$235K	Hold	5,907	–	–	﹤0.01%	1066
2020 Q4	$220K	Hold	5,907	–	–	﹤0.01%	1100
2020 Q3	$201K	Buy	+5,907	New	+$200K	﹤0.01%	1074

Other funds holding GAM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

United Capital Financial Advisors's GAM Position: Q2 2026 in Review

United Capital Financial Advisors held its General American Investors Company (GAM) position steady in Q2 2026 at 8,345 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

United Capital Financial Advisors first reported a position in GAM in Q3 2020 and has held it in 12 quarters since. The position peaked at $552K in Q1 2026. 104 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

United Capital Financial Advisors held 8,345 shares of General American Investors Company worth $532K as of Q2 2026.
United Capital Financial Advisors left its General American Investors Company share count unchanged in Q2 2026.
General American Investors Company made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1085 holding.
United Capital Financial Advisors first reported a position in General American Investors Company in Q3 2020 and has held it in 12 quarters since.
United Capital Financial Advisors's General American Investors Company position peaked at $552K in Q1 2026.
104 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.