Cannell & Spears’s Peapack-Gladstone Financial PGC Stock Holding History

Cannell & Spears’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	$1.32M	Hold	27,915	–	–	0.02%	227
2026 Q1	$983K	Hold	27,915	–	–	0.02%	239
2025 Q4	$777K	Hold	27,915	–	–	0.01%	260
2025 Q3	$770K	Hold	27,915	–	–	0.01%	253
2025 Q2	$789K	Sell	27,915 -100	-0.4%	-$2.75K	0.02%	245
2025 Q1	$796K	Sell	28,015 -500	-2%	-$15.7K	0.02%	245
2024 Q4	$914K	Sell	28,515 -699	-2%	-$23.2K	0.02%	244
2024 Q3	$801K	Buy	29,214 +150	+0.5%	+$3.93K	0.02%	257
2024 Q2	$658K	Buy	29,064 +65	+0.2%	+$1.47K	0.01%	248
2024 Q1	$706K	Buy	+28,999	New	+$742K	0.01%	251

Other funds holding PGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cannell & Spears's PGC Position: Q2 2026 in Review

Cannell & Spears held its Peapack-Gladstone Financial (PGC) position steady in Q2 2026 at 27,915 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #227.

Cannell & Spears first reported a position in PGC in Q1 2024 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

Cannell & Spears held 27,915 shares of Peapack-Gladstone Financial worth $1.32M as of Q2 2026.
Cannell & Spears left its Peapack-Gladstone Financial share count unchanged in Q2 2026.
Peapack-Gladstone Financial made up 0.02% of Cannell & Spears's portfolio in Q2 2026, its #227 holding.
Cannell & Spears first reported a position in Peapack-Gladstone Financial in Q1 2024 and has held it in 10 quarters since.
174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.