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BOLTON SECURITIES CORPORATION’s Gladstone Capital GLAD Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$25.4K Buy
+1,464
New +$28K ﹤0.01% 1397
2025
Q3 		$32K Buy
+1,464
New +$38.5K ﹤0.01% 1269
2025
Q1 		$159K Buy
+5,804
New +$165K 0.01% 749

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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's GLAD Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Gladstone Capital (GLAD) in Q1 2026: 1,464 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in GLAD as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in GLAD in Q1 2025 and has held it in 3 quarters since. The position peaked at $159K in Q1 2025. 85 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 1,464 shares of Gladstone Capital worth $25.4K as of Q1 2026.
  • Gladstone Capital was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Gladstone Capital made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1397 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Gladstone Capital in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Gladstone Capital position peaked at $159K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.