Carson Wealth (CWM LLC)
PGC icon

Carson Wealth (CWM LLC)’s Peapack-Gladstone Financial PGC Stock Holding History

Carson Wealth (CWM LLC)’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 		$168K Buy
4,780
+456
+11% +$14.8K ﹤0.01% 2873
2025
Q4 		$120K Sell
4,324
-2,272
-34% -$61.9K ﹤0.01% 2931
2025
Q3 		$182K Buy
6,596
+5,683
+622% +$159K ﹤0.01% 2522
2025
Q2 		$26K Buy
913
+705
+339% +$19.4K ﹤0.01% 3748
2025
Q1 		$6K Sell
208
-103
-33% -$3.23K ﹤0.01% 4394
2024
Q4 		$10K Buy
311
+212
+214% +$7.03K ﹤0.01% 3888
2024
Q3 		$3K Buy
99
+96
+3,200% +$2.52K ﹤0.01% 4306
2024
Q2 		$0 Sell
3
-45
-94% -$1.02K ﹤0.01% 4854
2024
Q1 		$1K Buy
48
+38
+380% +$972 ﹤0.01% 4185
2023
Q4 		$0 Sell
10
-239
-96% -$6.22K ﹤0.01% 4424
2023
Q3 		$6K Buy
249
+84
+51% +$2.32K ﹤0.01% 3392
2023
Q2 		$4K Sell
165
-44
-21% -$1.2K ﹤0.01% 3551
2023
Q1 		$6K Buy
209
+44
+27% +$1.56K ﹤0.01% 3230
2022
Q4 		$6K Buy
165
+67
+68% +$2.56K ﹤0.01% 3100
2022
Q3 		$3K Sell
98
-12
-11% -$395 ﹤0.01% 3346
2022
Q2 		$3K Buy
+110
New +$3.52K ﹤0.01% 3225
2021
Q2 		$9K Hold
300
– – ﹤0.01% 2151
2021
Q1 		$9K Hold
300
– – ﹤0.01% 2151
2020
Q4 		$9K Hold
300
– – ﹤0.01% 2151
2020
Q3 		$9K Hold
300
– – ﹤0.01% 2151
2020
Q2 		$9K Hold
300
– – ﹤0.01% 2151
2020
Q1 		$9K Hold
300
– – ﹤0.01% 2150
2019
Q4 		$9K Hold
300
– – ﹤0.01% 2150
2019
Q3 		$9K Hold
300
– – ﹤0.01% 2150
2019
Q2 		$9K Hold
300
– – ﹤0.01% 2149
2019
Q1 		$9K Buy
+300
New +$8.24K ﹤0.01% 2149

Other funds holding PGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $8.7B AUM 29.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PGC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Peapack-Gladstone Financial (PGC) stake by 11% in Q1 2026, buying an estimated $14.8K and bringing the position to 4,780 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Carson Wealth (CWM LLC) first reported a position in PGC in Q1 2019 and has held it in 26 quarters since. The position peaked at $182K in Q3 2025. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,780 shares of Peapack-Gladstone Financial worth $168K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 456 Peapack-Gladstone Financial shares in Q1 2026, an estimated $14.8K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2873 holding.
  • Carson Wealth (CWM LLC) first reported a position in Peapack-Gladstone Financial in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Peapack-Gladstone Financial position peaked at $182K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.