SFGLC
GCV

Stonebridge Financial Group, LLC/CA’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Stonebridge Financial Group, LLC/CA’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95K Buy
+20,330
New +$92.3K 0.01% 304

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

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

Stonebridge Financial Group, LLC/CA opened a new position in Gabelli Convertible and Income Securities Fund (GCV) in Q2 2026: 20,330 shares worth $95K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings.

28 funds tracked by Wall St. Rank hold GCV as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 20,330 shares of Gabelli Convertible and Income Securities Fund worth $95K as of Q2 2026.
  • Gabelli Convertible and Income Securities Fund was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Gabelli Convertible and Income Securities Fund made up 0.01% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #304 holding.
  • 28 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2026.

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