Gladstone Institutional Advisory LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1766530
Bedminster, NJ
Position in BNY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,222,778
+$572,347 QoQ
Shares Held
22,286
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#597
of 1,868 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY 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. BNY ranks #5 (8.0% 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/
|
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
This page
|
22,286 | $3,222,778 | |
| 6 | TD |
Toronto Dominion Bank
|
1,682 | $204,245 |
All Filings in BNY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,222,778 | 22,286 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,650,431 | 22,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,471,671 | 29,905 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,035,407 | 27,858 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,767,010 | 30,370 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,017,307 | 35,976 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,279,526 | 16,654 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||