Gladstone Institutional Advisory’s Turning Point Brands TPB Stock Holding History

Gladstone Institutional Advisory’s Portfolio TPB Stock Details TPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$471K	Buy	+5,550	New	+$461K	0.01%	606

Other funds holding TPB

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SWP Investment Management Independence, Ohio $145M AUM 22.8% 1-Year Est. Return

Capelight Capital Asset Management New York $208M AUM

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Gladstone Institutional Advisory's TPB Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Turning Point Brands (TPB) in Q2 2026: 5,550 shares worth $471K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings.

30 funds tracked by Wall St. Rank hold TPB as of Q2 2026.

Gladstone Institutional Advisory held 5,550 shares of Turning Point Brands worth $471K as of Q2 2026.
Turning Point Brands was a new Gladstone Institutional Advisory position in Q2 2026.
Turning Point Brands made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #606 holding.
30 funds tracked by Wall St. Rank held Turning Point Brands as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.