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West Branch Capital’s Gabelli Equity Trust GAB Stock Holding History

West Branch Capital’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
Q3 		– Sell
-22
Closed -$129 – 467
2025
Q2 		$129 Hold
22
– – ﹤0.01% 464
2025
Q1 		$122 Buy
+22
New +$121 ﹤0.01% 508

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Branch Capital's GAB Position: Q3 2025 in Review

West Branch Capital sold out of Gabelli Equity Trust (GAB) in Q3 2025, closing a stake of 22 shares — an estimated $129 sold.

West Branch Capital first reported a position in GAB in Q1 2025 and held it in 2 quarters. The position peaked at $129 in Q2 2025. 182 funds tracked by Wall St. Rank hold GAB as of Q3 2025.

  • West Branch Capital reported no remaining Gabelli Equity Trust position as of Q3 2025 after selling out during the quarter.
  • West Branch Capital sold 22 Gabelli Equity Trust shares in Q3 2025, an estimated $129.
  • West Branch Capital first reported a position in Gabelli Equity Trust in Q1 2025 and held it in 2 quarters.
  • West Branch Capital's Gabelli Equity Trust position peaked at $129 in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.