Gladstone Institutional Advisory LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1766530
Bedminster, NJ
Position in CFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$541,220
+$75,314 QoQ
Shares Held
7,724
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#619
of 1,091 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $3,246,893 across 6 Banks - Regional names. CFG ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,235 | $1,535,181 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
This page
|
7,724 | $541,220 | |
| 3 | USB |
US Bancorp De
|
6,032 | $364,332 | |
| 4 | TFC |
Truist Financial Corp
|
7,091 | $353,273 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
13,478 | $238,964 | |
| 6 | WSFS |
Wsfs Financial Corp
|
2,788 | $213,923 |
All Filings in CFG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,220 | 7,724 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $465,906 | 7,769 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $510,328 | 8,737 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $477,376 | 8,980 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $452,780 | 10,118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $421,130 | 10,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $471,820 | 10,782 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $455,466 | 11,090 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $416,434 | 11,558 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $417,625 | 11,508 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $383,562 | 11,574 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $294,532 | 10,990 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $234,276 | 8,983 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $254,895 | 8,393 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $312,873 | 7,947 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $321,403 | 9,354 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $254,041 | 7,118 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $210,059 | 4,634 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $208,278 | 4,408 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||