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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's PGC Position: Q1 2026 in Review

Allworth Financial increased its Peapack-Gladstone Financial (PGC) stake by 10% in Q1 2026, buying an estimated $423 and bringing the position to 140 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3971.

Allworth Financial first reported a position in PGC in Q2 2022 and has held it in 12 quarters since. The position peaked at $5.63K in Q3 2025. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Allworth Financial held 140 shares of Peapack-Gladstone Financial worth $4.93K as of Q1 2026.
Allworth Financial bought 13 Peapack-Gladstone Financial shares in Q1 2026, an estimated $423.
Peapack-Gladstone Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3971 holding.
Allworth Financial first reported a position in Peapack-Gladstone Financial in Q2 2022 and has held it in 12 quarters since.
Allworth Financial's Peapack-Gladstone Financial position peaked at $5.63K in Q3 2025.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.