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

Ameriprise’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 		$1.2M Sell
33,952
-14,159
-29% -$460K ﹤0.01% 3215
2025
Q4 		$1.34M Sell
48,111
-20
-0% -$545 ﹤0.01% 3205
2025
Q3 		$1.33M Sell
48,131
-39,131
-45% -$1.1M ﹤0.01% 3216
2025
Q2 		$2.47M Buy
87,262
+14,909
+21% +$409K ﹤0.01% 2830
2025
Q1 		$2.05M Buy
72,353
+11,095
+18% +$349K ﹤0.01% 2886
2024
Q4 		$1.96M Sell
61,258
-7,525
-11% -$249K ﹤0.01% 2937
2024
Q3 		$1.89M Sell
68,783
-340
-0.5% -$8.92K ﹤0.01% 2948
2024
Q2 		$1.57M Sell
69,123
-9,862
-12% -$224K ﹤0.01% 2967
2024
Q1 		$1.92M Buy
78,985
+24,027
+44% +$614K ﹤0.01% 2895
2023
Q4 		$1.64M Sell
54,958
-10,987
-17% -$286K ﹤0.01% 2970
2023
Q3 		$1.69M Sell
65,945
-1,349
-2% -$37.3K ﹤0.01% 2901
2023
Q2 		$1.82M Sell
67,294
-7,341
-10% -$201K ﹤0.01% 2923
2023
Q1 		$2.21M Buy
74,635
+9,427
+14% +$334K ﹤0.01% 2800
2022
Q4 		$2.43M Sell
65,208
-24,649
-27% -$941K ﹤0.01% 2719
2022
Q3 		$3.02M Sell
89,857
-10,018
-10% -$329K ﹤0.01% 2568
2022
Q2 		$2.97M Sell
99,875
-1,542
-2% -$49.4K ﹤0.01% 2620
2022
Q1 		$3.52M Buy
101,417
+442
+0.4% +$16.3K ﹤0.01% 2639
2021
Q4 		$3.58M Buy
100,975
+58,262
+136% +$2M ﹤0.01% 2689
2021
Q3 		$1.43M Buy
42,713
+289
+0.7% +$9.3K ﹤0.01% 3004
2021
Q2 		$1.32M Sell
42,424
-2,742
-6% -$88.4K ﹤0.01% 3102
2021
Q1 		$1.4M Sell
45,166
-17,255
-28% -$474K ﹤0.01% 2995
2020
Q4 		$1.42M Sell
62,421
-7,889
-11% -$156K ﹤0.01% 2932
2020
Q3 		$1.06M Sell
70,310
-10,414
-13% -$175K ﹤0.01% 2944
2020
Q2 		$1.51M Sell
80,724
-31,282
-28% -$554K ﹤0.01% 2739
2020
Q1 		$2.01M Buy
112,006
+18,878
+20% +$500K ﹤0.01% 2470
2019
Q4 		$2.88M Buy
93,128
+6,291
+7% +$185K ﹤0.01% 2545
2019
Q3 		$2.43M Sell
86,837
-840
-1% -$23.6K ﹤0.01% 2610
2019
Q2 		$2.47M Buy
87,677
+6,352
+8% +$176K ﹤0.01% 2620
2019
Q1 		$2.13M Buy
81,325
+36,395
+81% +$999K ﹤0.01% 2708
2018
Q4 		$1.13M Buy
44,930
+5,860
+15% +$162K ﹤0.01% 2894
2018
Q3 		$1.21M Buy
39,070
+10,055
+35% +$335K ﹤0.01% 3003
2018
Q2 		$1M Sell
29,015
-1,684
-5% -$57.4K ﹤0.01% 3021
2018
Q1 		$1.02M Buy
30,699
+12,666
+70% +$443K ﹤0.01% 2964
2017
Q4 		$632K Buy
18,033
+2,496
+16% +$85.4K ﹤0.01% 3142
2017
Q3 		$524K Buy
+15,537
New +$489K ﹤0.01% 3203
2014
Q4 		– Sell
-330
Closed -$6K – 4206
2014
Q3 		$6K Buy
+330
New +$6.24K ﹤0.01% 5066
2013
Q4 		– Sell
-561
Closed -$10K – 5363
2013
Q3 		$10K Hold
561
– – ﹤0.01% 4914
2013
Q2 		$10K Buy
+561
New +$8.53K ﹤0.01% 4778

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise's PGC Position: Q1 2026 in Review

Ameriprise reduced its Peapack-Gladstone Financial (PGC) stake by 29% in Q1 2026, selling an estimated $460K and leaving 33,952 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Ameriprise first reported a position in PGC in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.58M in Q4 2021. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Ameriprise held 33,952 shares of Peapack-Gladstone Financial worth $1.2M as of Q1 2026.
  • Ameriprise sold 14,159 Peapack-Gladstone Financial shares in Q1 2026, an estimated $460K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3215 holding.
  • Ameriprise first reported a position in Peapack-Gladstone Financial in Q2 2013 and has held it in 38 quarters since.
  • Ameriprise's Peapack-Gladstone Financial position peaked at $3.58M in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

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