Gladstone Institutional Advisory LLC
Position in WSFS — Wsfs Financial Corp
CIK 1766530
Bedminster, NJ
Position in WSFS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$213,923
New position
Shares Held
2,788
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#255
of 352 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $3,246,893 across 6 Banks - Regional names. WSFS ranks #6 (6.6% 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\
|
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
This page
|
2,788 | $213,923 |
All Filings in WSFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,923 | 2,788 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||