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Arax Advisory Partners’s Peapack-Gladstone Financial PGC Stock Holding History

Arax Advisory Partners’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 		$8.45K Buy
240
+33
+16% +$1.07K ﹤0.01% 2537
2025
Q4 		$5.76K Sell
207
-2,460
-92% -$67K ﹤0.01% 2771
2025
Q3 		$73.6K Buy
2,667
+2,632
+7,520% +$73.8K ﹤0.01% 1662
2025
Q2 		$989 Buy
+35
New +$961 ﹤0.01% 2776

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

Arax Advisory Partners's PGC Position: Q1 2026 in Review

Arax Advisory Partners increased its Peapack-Gladstone Financial (PGC) stake by 16% in Q1 2026, buying an estimated $1.07K and bringing the position to 240 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Arax Advisory Partners first reported a position in PGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $73.6K in Q3 2025. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Arax Advisory Partners held 240 shares of Peapack-Gladstone Financial worth $8.45K as of Q1 2026.
  • Arax Advisory Partners bought 33 Peapack-Gladstone Financial shares in Q1 2026, an estimated $1.07K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2537 holding.
  • Arax Advisory Partners first reported a position in Peapack-Gladstone Financial in Q2 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Peapack-Gladstone Financial position peaked at $73.6K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.