Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,227,057
+$621,009 QoQ
Shares Held
23,057
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#889
of 2,621 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C 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. C ranks #4 (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
This page
|
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 C
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,227,057 | 23,057 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,606,048 | 22,979 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,191,821 | 27,353 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,666,506 | 26,271 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,817,822 | 21,356 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,271,892 | 32,003 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $942,029 | 13,383 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $853,676 | 13,637 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $739,499 | 11,653 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $724,920 | 11,463 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $652,464 | 12,684 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $423,474 | 10,296 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $471,495 | 10,241 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $532,623 | 11,359 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $638,873 | 14,125 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $630,508 | 15,131 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $693,621 | 15,082 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $929,800 | 17,412 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $811,822 | 13,443 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $725,591 | 10,339 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $467,940 | 6,614 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $251,351 | 3,455 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||