Vantage Financial Partners (Wisconsin)’s Gabelli Equity Trust GAB Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$92.4K	Sell	14,982 -316	-2%	-$1.92K	0.02%	208
2025 Q3	$93.2K	Buy	15,298 +29	+0.2%	+$174	0.02%	213
2025 Q2	$88.9K	Sell	15,269 -6,282	-29%	-$35K	0.02%	200
2025 Q1	$119K	Buy	21,551 +30	+0.1%	+$165	0.03%	190
2024 Q4	$116K	Sell	21,521 -654	-3%	-$3.62K	0.03%	176
2024 Q3	$122K	Buy	22,175 +47	+0.2%	+$254	0.03%	185
2024 Q2	$115K	Buy	22,128 +48	+0.2%	+$259	0.03%	147
2024 Q1	$122K	Buy	22,080 +45	+0.2%	+$238	0.03%	138
2023 Q4	$112K	Buy	22,035 +69	+0.3%	+$346	0.03%	130
2023 Q3	$113K	Buy	21,966 +1,898	+9%	+$10.4K	0.04%	80
2023 Q2	$116K	Buy	20,068 +8,363	+71%	+$46.8K	0.04%	86
2023 Q1	$67.2K	Buy	+11,705	New	+$67K	0.03%	88

Other funds holding GAB

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

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

JWCA

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

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GAB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Gabelli Equity Trust (GAB) stake by 2.1% in Q4 2025, selling an estimated $1.92K and leaving 14,982 shares worth $92.4K. The position accounts for 0.02% of the portfolio, ranked #208.

Vantage Financial Partners (Wisconsin) first reported a position in GAB in Q1 2023 and has held it in 12 quarters since. The position peaked at $122K in Q1 2024. 192 funds tracked by Wall St. Rank hold GAB as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 14,982 shares of Gabelli Equity Trust worth $92.4K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 316 Gabelli Equity Trust shares in Q4 2025, an estimated $1.92K.
Gabelli Equity Trust made up 0.02% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #208 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Gabelli Equity Trust in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s Gabelli Equity Trust position peaked at $122K in Q1 2024.
192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.