BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in GAB — Gabelli Equity Trust Inc
CIK 1654599
MORRISTOWN, NJ
Position in GAB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$107,540
+$1,140 QoQ
Shares Held
19,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 19 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,170,134 across 33 Asset Management names. GAB ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
6,407 | $758,012 | |
| 2 | BX |
Blackstone Inc.
|
6,021 | $708,491 | |
| 3 | ARES |
Ares Management Corp
|
4,375 | $486,981 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
4,860 | $171,169 | |
| 5 | RJF |
Raymond James Financial Inc
|
975 | $148,229 | |
| 6 | STT |
State Street Corp
|
670 | $113,632 | |
| 7 | ARCC |
Ares Capital Corp
|
6,106 | $113,144 | |
| 8 | GAB |
Gabelli Equity Trust Inc
This page
|
19,000 | $107,540 |
All Filings in GAB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,540 | 19,000 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $106,400 | 19,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $116,069 | 19,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $114,564 | 19,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $109,485 | 19,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $103,652 | 19,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $101,207 | 19,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $103,276 | 19,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,821 | 19,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $103,840 | 19,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $95,564 | 19,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $96,504 | 19,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $109,109 | 19,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $107,980 | 19,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $103,088 | 19,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $103,464 | 19,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $114,752 | 19,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $130,366 | 19,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $135,257 | 19,000 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $125,099 | 19,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $129,802 | 19,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $125,413 | 19,000 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $115,297 | 19,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $93,599 | 19,000 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $92,495 | 19,000 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $79,991 | 19,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||