Gladstone Institutional Advisory LLC

Position in TFC — Truist Financial Corp

CIK 1766530 Bedminster, NJ

Position in TFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$353,273

+$23,898 QoQ

Shares Held

7,091

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,145

of 1,678 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $3,246,893 across 6 Banks - Regional names. TFC ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	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 This page	7,091	$353,273
5	HBAN	Huntington Bancshares Inc /Md/	13,478	$238,964
6	WSFS	Wsfs Financial Corp	2,788	$213,923

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,273	7,091	-1.0%	Shares	Sole	2026-07-27
2026-03-31	$329,375	7,165	-8.7%	Shares	Sole	2026-05-14
2025-12-31	$386,101	7,846	-43.3%	Shares	Sole	2026-02-17
2025-09-30	$632,764	13,840	+0.6%	Shares	Sole	2025-10-22
2025-06-30	$591,499	13,759	+6.9%	Shares	Sole	2025-08-12
2025-03-31	$529,806	12,875	-12.6%	Shares	Sole	2025-05-15
2024-12-31	$639,030	14,731	+95.4%	Shares	Sole	2025-01-29
2024-09-30	$322,357	7,537	+25.3%	Shares	Sole	2024-10-28
2023-03-31	$205,179	6,017	-1.1%	Shares	Sole	2023-05-12
2022-12-31	$261,794	6,084	-34.2%	Shares	Sole	2023-02-01
2022-09-30	$402,570	9,246	-20.0%	Shares	Sole	2023-01-30
2022-06-30	$548,243	11,559	-22.8%	Shares	Sole	2023-01-30
2022-03-31	$849,479	14,982	-22.7%	Shares	Sole	2023-01-30
2021-12-31	$1,135,460	19,393	-11.9%	Shares	Sole	2023-01-30
2021-09-30	$1,291,648	22,023	+109.5%	Shares	Sole	2023-01-30
2021-06-30	$583,305	10,510	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.