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Bruce G. Allen Investments’s Peapack-Gladstone Financial PGC Stock Holding History

Bruce G. Allen Investments’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
2025
Q4 		– Sell
-19
Closed -$524 – 1115
2025
Q3 		$524 Hold
19
– – ﹤0.01% 961
2025
Q2 		$537 Hold
19
– – ﹤0.01% 944
2025
Q1 		$540 Hold
19
– – ﹤0.01% 932
2024
Q4 		$609 Hold
19
– – ﹤0.01% 923
2024
Q3 		$521 Buy
+19
New +$498 ﹤0.01% 950

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Bruce G. Allen Investments's PGC Position: Q4 2025 in Review

Bruce G. Allen Investments sold out of Peapack-Gladstone Financial (PGC) in Q4 2025, closing a stake of 19 shares — an estimated $524 sold.

Bruce G. Allen Investments first reported a position in PGC in Q3 2024 and held it in 5 quarters. The position peaked at $609 in Q4 2024. 155 funds tracked by Wall St. Rank hold PGC as of Q4 2025.

  • Bruce G. Allen Investments reported no remaining Peapack-Gladstone Financial position as of Q4 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 19 Peapack-Gladstone Financial shares in Q4 2025, an estimated $524.
  • Bruce G. Allen Investments first reported a position in Peapack-Gladstone Financial in Q3 2024 and held it in 5 quarters.
  • Bruce G. Allen Investments's Peapack-Gladstone Financial position peaked at $609 in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2025.

Based on Bruce G. Allen Investments's 13F filing for Q4 2025, filed 10 Feb 2026.