Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$364,332
+$53,729 QoQ
Shares Held
6,032
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,388
of 2,047 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB 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. USB ranks #3 (11.2% 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
|
7,724 | $541,220 | |
| 3 | USB |
US Bancorp De
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|
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 USB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,332 | 6,032 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $310,603 | 5,972 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $334,460 | 6,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $293,073 | 6,064 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $275,617 | 6,091 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $258,428 | 6,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $339,066 | 7,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $318,692 | 6,969 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $278,694 | 7,020 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $305,435 | 6,833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $377,185 | 8,715 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $335,592 | 10,151 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $346,920 | 10,500 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $425,317 | 11,798 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $506,530 | 11,615 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $464,244 | 11,514 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $452,192 | 9,826 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $901,211 | 16,956 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $703,304 | 12,521 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $436,527 | 7,344 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $935,276 | 16,417 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $723,399 | 13,079 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||