Position in GLAD
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,735
-$331 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GLAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Key Financial Inc holds $3,208,212 across 64 Asset Management names. GLAD ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
10,038 | $1,154,269 | |
| 2 | BLK |
BlackRock, Inc.
|
546 | $525,093 | |
| 3 | STT |
State Street Corp
|
2,269 | $287,164 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
12,536 | $144,164 | |
| 5 | TROW |
Price T Rowe Group Inc
|
1,364 | $122,950 | |
| 6 | APO |
Apollo Global Management, Inc.
|
963 | $107,297 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
3,878 | $88,030 | |
| 8 | EMF |
Templeton Emerging Markets Fund
|
4,736 | $82,832 |
All Filings in GLAD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,735 | 100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,066 | 100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,187 | 100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,697 | 100 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||