Allworth Financial
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Allworth Financial’s Peapack-Gladstone Financial PGC Stock Holding History

Allworth Financial’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 		$11.7K Buy
248
+108
+77% +$4.57K ﹤0.01% 3604
2026
Q1 		$4.93K Buy
140
+13
+10% +$423 ﹤0.01% 3971
2025
Q4 		$3.54K Sell
127
-77
-38% -$2.1K ﹤0.01% 3899
2025
Q3 		$5.63K Buy
204
+189
+1,260% +$5.3K ﹤0.01% 3485
2025
Q2 		$424 Buy
+15
New +$412 ﹤0.01% 4178
2025
Q1 		– Sell
-18
Closed -$576 – 4149
2024
Q4 		$576 Buy
18
+12
+200% +$398 ﹤0.01% 3561
2024
Q3 		$165 Buy
+6
New +$157 ﹤0.01% 3629
2024
Q1 		– Sell
-9
Closed -$269 – 3666
2023
Q4 		$269 Sell
9
-43
-83% -$1.12K ﹤0.01% 3253
2023
Q3 		$1.33K Buy
+52
New +$1.44K ﹤0.01% 2731
2023
Q2 		– Sell
-43
Closed -$1.27K – 3347
2023
Q1 		$1.27K Hold
43
– – ﹤0.01% 2581
2022
Q4 		$1.6K Buy
43
+7
+19% +$267 ﹤0.01% 2314
2022
Q3 		$1K Buy
36
+23
+177% +$756 ﹤0.01% 2459
2022
Q2 		$0 Buy
+13
New +$416 ﹤0.01% 2698

Other funds holding PGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Allworth Financial's PGC Position: Q2 2026 in Review

Allworth Financial increased its Peapack-Gladstone Financial (PGC) stake by 77% in Q2 2026, buying an estimated $4.57K and bringing the position to 248 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

Allworth Financial first reported a position in PGC in Q2 2022 and has held it in 13 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Allworth Financial held 248 shares of Peapack-Gladstone Financial worth $11.7K as of Q2 2026.
  • Allworth Financial bought 108 Peapack-Gladstone Financial shares in Q2 2026, an estimated $4.57K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3604 holding.
  • Allworth Financial first reported a position in Peapack-Gladstone Financial in Q2 2022 and has held it in 13 quarters since.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.