Gladstone Institutional Advisory LLC
Position in BAC — Bank Of America Corp /De/
CIK 1766530
Bedminster, NJ
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,576,575
+$1,194,877 QoQ
Shares Held
97,869
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#943
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $40,393,471 across 6 Banks - Diversified names. BAC ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,888 | $23,858,429 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
97,869 | $5,576,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
52,086 | $4,304,387 | |
| 4 | C |
Citigroup Inc
|
23,057 | $3,227,057 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
22,286 | $3,222,778 | |
| 6 | TD |
Toronto Dominion Bank
|
1,682 | $204,245 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,576,575 | 97,869 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,381,698 | 89,881 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,778,675 | 86,885 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,661,981 | 90,366 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,633,952 | 97,928 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,662,391 | 87,764 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,576,826 | 81,384 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,244,832 | 81,775 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,931,628 | 48,570 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,795,284 | 47,344 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,925,284 | 57,181 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,877,090 | 68,557 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,126,847 | 74,132 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,992,161 | 69,656 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,381,725 | 71,912 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,395,247 | 145,538 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $2,494,602 | 80,135 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $2,889,357 | 70,096 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $2,700,543 | 60,700 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $2,612,670 | 61,547 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $3,280,629 | 79,569 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $2,475,773 | 63,990 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $682,005 | 22,501 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $587,121 | 24,372 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $518,391 | 21,827 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $464,215 | 21,866 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||