Stonebridge Financial Group, LLC/CA’s Gabelli Equity Trust GAB Stock Holding History

Stonebridge Financial Group, LLC/CA’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
2026 Q2	$374K	Buy	+66,248	New	+$370K	0.05%	206

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

SIA

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's GAB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 66,248 shares worth $374K. The stake represents 0.05% of the portfolio and ranks #206 among its holdings.

179 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 66,248 shares of Gabelli Equity Trust worth $374K as of Q2 2026.
Gabelli Equity Trust was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Gabelli Equity Trust made up 0.05% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #206 holding.
179 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.