Gladstone Institutional Advisory LLC
Position in TD — Toronto Dominion Bank
CIK 1766530
Bedminster, NJ
Position in TD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$204,245
New position
Shares Held
1,682
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#710
of 897 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $40,393,471 across 6 Banks - Diversified names. TD ranks #6 (0.5% 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
|
22,286 | $3,222,778 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
1,682 | $204,245 |
All Filings in TD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,245 | 1,682 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||