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WFA of San Diego’s Gladstone Capital GLAD Stock Holding History

WFA of San Diego’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 		– Sell
-1,550
Closed -$26.9K – 198
2026
Q1 		$26.9K Hold
1,550
– – 0.02% 227
2025
Q4 		$32K Hold
1,550
– – 0.02% 231
2025
Q3 		$33.9K Hold
1,550
– – 0.02% 238
2025
Q2 		$41.8K Buy
+1,550
New +$40.1K 0.03% 219
2023
Q1 		– Sell
-750
Closed -$14.4K – 194
2022
Q4 		$14.4K Buy
+750
New +$14.4K 0.01% 326

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
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

WFA of San Diego's GLAD Position: Q2 2026 in Review

WFA of San Diego sold out of Gladstone Capital (GLAD) in Q2 2026, closing a stake of 1,550 shares — an estimated $26.9K sold.

WFA of San Diego first reported a position in GLAD in Q4 2022 and held it in 5 quarters. The position peaked at $41.8K in Q2 2025. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • WFA of San Diego reported no remaining Gladstone Capital position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 1,550 Gladstone Capital shares in Q2 2026, an estimated $26.9K.
  • WFA of San Diego first reported a position in Gladstone Capital in Q4 2022 and held it in 5 quarters.
  • WFA of San Diego's Gladstone Capital position peaked at $41.8K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.