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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
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
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

Cannell & Spears's PGC Position: Q1 2026 in Review

Cannell & Spears held its Peapack-Gladstone Financial (PGC) position steady in Q1 2026 at 27,915 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #239.

Cannell & Spears first reported a position in PGC in Q1 2024 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Cannell & Spears held 27,915 shares of Peapack-Gladstone Financial worth $983K as of Q1 2026.
  • Cannell & Spears left its Peapack-Gladstone Financial share count unchanged in Q1 2026.
  • Peapack-Gladstone Financial made up 0.02% of Cannell & Spears's portfolio in Q1 2026, its #239 holding.
  • Cannell & Spears first reported a position in Peapack-Gladstone Financial in Q1 2024 and has held it in 9 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.