Valley National Advisers’s Gladstone Capital GLAD Stock Holding History

Valley National Advisers’s Portfolio GLAD Stock Details GLAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94K	Hold	100	–	–	﹤0.01%	812
2026 Q1	$1K	Hold	100	–	–	﹤0.01%	828
2025 Q4	$2K	Hold	100	–	–	﹤0.01%	779
2025 Q3	$2K	Hold	100	–	–	﹤0.01%	731
2025 Q2	$2K	Hold	100	–	–	﹤0.01%	723
2025 Q1	$2K	Hold	100	–	–	﹤0.01%	712
2024 Q4	$2K	Hold	100	–	–	﹤0.01%	684
2024 Q3	$2K	Hold	100	–	–	﹤0.01%	656
2024 Q2	$2K	Buy	+100	New	+$2.18K	﹤0.01%	902
2024 Q1	–	Sell	-100	Closed	-$2K	–	1240
2023 Q4	$2K	Hold	100	–	–	﹤0.01%	942
2023 Q3	$2K	Hold	100	–	–	﹤0.01%	822
2023 Q2	$2K	Hold	100	–	–	﹤0.01%	786
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	764
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	743
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	783
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	760
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	795
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	788
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	765
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	783
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	733
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	691
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	706
2020 Q2	$1K	Buy	+100	New	+$1.33K	﹤0.01%	715

Other funds holding GLAD

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

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

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Valley National Advisers's GLAD Position: Q2 2026 in Review

Valley National Advisers held its Gladstone Capital (GLAD) position steady in Q2 2026 at 100 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Valley National Advisers first reported a position in GLAD in Q2 2020 and has held it in 24 quarters since. The position peaked at $2K in Q4 2025. 76 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

Valley National Advisers held 100 shares of Gladstone Capital worth $1.94K as of Q2 2026.
Valley National Advisers left its Gladstone Capital share count unchanged in Q2 2026.
Gladstone Capital made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #812 holding.
Valley National Advisers first reported a position in Gladstone Capital in Q2 2020 and has held it in 24 quarters since.
Valley National Advisers's Gladstone Capital position peaked at $2K in Q4 2025.
76 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.