Gladstone Institutional Advisory LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1766530
Bedminster, NJ
Position in PNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,535,181
-$658,711 QoQ
Shares Held
6,235
-40.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#804
of 2,021 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC 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. PNC ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
6,235 | $1,535,181 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
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 PNC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,535,181 | 6,235 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,193,892 | 10,543 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,364,676 | 6,538 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,332,567 | 6,632 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,197,934 | 6,426 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,127,564 | 6,415 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,715,207 | 8,894 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,357,538 | 7,344 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,209,478 | 7,779 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,251,592 | 7,745 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,374,293 | 8,875 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,117,698 | 9,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,004,451 | 7,975 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $995,320 | 7,831 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,353,229 | 8,568 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,374,813 | 9,201 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,290,874 | 8,182 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,466,561 | 7,951 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $1,564,657 | 7,803 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $697,456 | 3,565 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,299,647 | 6,813 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||