Position in GAB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$426,497
+$4,521 QoQ
Shares Held
75,353
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#69
of 224 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HCR Wealth Advisors holds $741,734 across 2 Asset Management names. GAB ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAB |
Gabelli Equity Trust Inc
This page
|
75,353 | $426,497 | |
| 2 | BX |
Blackstone Inc.
|
2,679 | $315,237 |
All Filings in GAB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,497 | 75,353 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $421,976 | 75,353 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $464,927 | 75,353 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $458,899 | 75,353 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $438,556 | 75,353 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $415,191 | 75,353 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $405,396 | 75,353 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $413,684 | 75,353 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $391,834 | 75,353 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $415,945 | 75,353 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $382,793 | 75,353 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||