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Aaron Wealth Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Aaron Wealth Advisors’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Sell
5,730
-70
-1% -$2.96K 0.01% 604
2026
Q1 		$204K Buy
+5,800
New +$189K 0.01% 670

Other funds holding PGC

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Aaron Wealth Advisors's PGC Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Peapack-Gladstone Financial (PGC) stake by 1.2% in Q2 2026, selling an estimated $2.96K and leaving 5,730 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #604.

Aaron Wealth Advisors first reported a position in PGC in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Aaron Wealth Advisors held 5,730 shares of Peapack-Gladstone Financial worth $271K as of Q2 2026.
  • Aaron Wealth Advisors sold 70 Peapack-Gladstone Financial shares in Q2 2026, an estimated $2.96K.
  • Peapack-Gladstone Financial made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #604 holding.
  • Aaron Wealth Advisors first reported a position in Peapack-Gladstone Financial in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.