Gladstone Institutional Advisory LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1766530
Bedminster, NJ
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,304,387
+$449,194 QoQ
Shares Held
52,086
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#722
of 2,858 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $40,393,471 across 6 Banks - Diversified names. WFC ranks #3 (10.7% 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
This page
|
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
|
1,682 | $204,245 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,304,387 | 52,086 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,855,193 | 48,426 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,410,317 | 47,321 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,741,389 | 44,636 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,904,808 | 48,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,304,421 | 46,029 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,857,854 | 40,687 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,943,425 | 34,403 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $568,243 | 9,568 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $454,174 | 7,836 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $432,545 | 8,788 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $370,927 | 9,078 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $402,984 | 9,442 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $382,023 | 10,220 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $392,172 | 9,498 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $434,014 | 10,791 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $669,023 | 17,080 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $2,441,754 | 50,387 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $886,766 | 18,482 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,105,764 | 23,826 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,727,587 | 38,145 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $939,164 | 24,038 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||