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Gladstone Institutional Advisory’s Greene County Bancorp GCBC Stock Holding History

Gladstone Institutional Advisory’s Portfolio GCBC Stock Details GCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,600
Closed -$204K – 712
2024
Q3 		$204K Hold
6,600
– – 0.01% 655
2024
Q2 		$222K Buy
+6,600
New +$197K 0.01% 602

Other funds holding GCBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gladstone Institutional Advisory's GCBC Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of Greene County Bancorp (GCBC) in Q4 2024, closing a stake of 6,600 shares — an estimated $204K sold.

Gladstone Institutional Advisory first reported a position in GCBC in Q2 2024 and held it in 2 quarters. The position peaked at $222K in Q2 2024. 58 funds tracked by Wall St. Rank hold GCBC as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining Greene County Bancorp position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,600 Greene County Bancorp shares in Q4 2024, an estimated $204K.
  • Gladstone Institutional Advisory first reported a position in Greene County Bancorp in Q2 2024 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Greene County Bancorp position peaked at $222K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Greene County Bancorp as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.