Charles Schwab
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Charles Schwab’s Peapack-Gladstone Financial PGC Stock Holding History

Charles Schwab’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 		$6.28M Buy
132,779
+2,365
+2% +$100K ﹤0.01% 2366
2026
Q1 		$4.59M Sell
130,414
-1,538
-1% -$50K ﹤0.01% 2439
2025
Q4 		$3.67M Sell
131,952
-61
-0% -$1.66K ﹤0.01% 2571
2025
Q3 		$3.64M Buy
132,013
+4,773
+4% +$134K ﹤0.01% 2565
2025
Q2 		$3.59M Sell
127,240
-614
-0.5% -$16.9K ﹤0.01% 2468
2025
Q1 		$3.63M Sell
127,854
-2,128
-2% -$66.8K ﹤0.01% 2407
2024
Q4 		$4.17M Buy
129,982
+895
+0.7% +$29.7K ﹤0.01% 2416
2024
Q3 		$3.54M Sell
129,087
-187
-0.1% -$4.91K ﹤0.01% 2530
2024
Q2 		$2.93M Sell
129,274
-35,958
-22% -$815K ﹤0.01% 2575
2024
Q1 		$4.02M Sell
165,232
-19,129
-10% -$489K ﹤0.01% 2365
2023
Q4 		$5.5M Sell
184,361
-6,431
-3% -$167K ﹤0.01% 2272
2023
Q3 		$4.89M Sell
190,792
-2,948
-2% -$81.6K ﹤0.01% 2270
2023
Q2 		$5.25M Buy
193,740
+14,699
+8% +$402K ﹤0.01% 2223
2023
Q1 		$5.3M Buy
179,041
+57,884
+48% +$2.05M ﹤0.01% 2178
2022
Q4 		$4.51M Sell
121,157
-232
-0.2% -$8.85K ﹤0.01% 2265
2022
Q3 		$4.08M Buy
121,389
+1,664
+1% +$54.7K ﹤0.01% 2317
2022
Q2 		$3.56M Sell
119,725
-4,805
-4% -$154K ﹤0.01% 2342
2022
Q1 		$4.33M Buy
124,530
+2,764
+2% +$102K ﹤0.01% 2339
2021
Q4 		$4.31M Buy
121,766
+278
+0.2% +$9.53K ﹤0.01% 2424
2021
Q3 		$4.05M Sell
121,488
-3,190
-3% -$103K ﹤0.01% 2468
2021
Q2 		$3.87M Buy
124,678
+9,529
+8% +$307K ﹤0.01% 2473
2021
Q1 		$3.56M Buy
115,149
+3,648
+3% +$100K ﹤0.01% 2454
2020
Q4 		$2.54M Buy
111,501
+1,616
+1% +$32K ﹤0.01% 2530
2020
Q3 		$1.67M Sell
109,885
-801
-0.7% -$13.4K ﹤0.01% 2554
2020
Q2 		$2.07M Buy
110,686
+4,481
+4% +$79.4K ﹤0.01% 2412
2020
Q1 		$1.91M Buy
106,205
+2,295
+2% +$60.7K ﹤0.01% 2294
2019
Q4 		$3.21M Sell
103,910
-6,529
-6% -$192K ﹤0.01% 2241
2019
Q3 		$3.1M Sell
110,439
-8,892
-7% -$249K ﹤0.01% 2215
2019
Q2 		$3.36M Buy
119,331
+3,363
+3% +$93.2K ﹤0.01% 2160
2019
Q1 		$3.04M Sell
115,968
-21,583
-16% -$592K ﹤0.01% 2212
2018
Q4 		$3.46M Sell
137,551
-194
-0.1% -$5.35K ﹤0.01% 2104
2018
Q3 		$4.25M Buy
137,745
+4,830
+4% +$161K ﹤0.01% 2138
2018
Q2 		$4.6M Buy
132,915
+29,954
+29% +$1.02M ﹤0.01% 2049
2018
Q1 		$3.44M Sell
102,961
-537
-0.5% -$18.8K ﹤0.01% 2123
2017
Q4 		$3.63M Buy
103,498
+7,238
+8% +$248K ﹤0.01% 2075
2017
Q3 		$3.25M Buy
96,260
+37,503
+64% +$1.18M ﹤0.01% 2088
2017
Q2 		$1.84M Buy
58,757
+10,294
+21% +$316K ﹤0.01% 2247
2017
Q1 		$1.44M Buy
48,463
+19,518
+67% +$602K ﹤0.01% 2307
2016
Q4 		$894K Hold
28,945
– – ﹤0.01% 2466
2016
Q3 		$649K Buy
28,945
+6,545
+29% +$133K ﹤0.01% 2532
2016
Q2 		$415K Hold
22,400
– – ﹤0.01% 2656
2016
Q1 		$379K Sell
22,400
-5,700
-20% -$103K ﹤0.01% 2690
2015
Q4 		$580K Hold
28,100
– – ﹤0.01% 2588
2015
Q3 		$595K Hold
28,100
– – ﹤0.01% 2558
2015
Q2 		$625K Hold
28,100
– – ﹤0.01% 2596
2015
Q1 		$607K Buy
28,100
+10,400
+59% +$203K ﹤0.01% 2563
2014
Q4 		$329K Hold
17,700
– – ﹤0.01% 2803
2014
Q3 		$310K Hold
17,700
– – ﹤0.01% 2784
2014
Q2 		$376K Buy
17,700
+5,500
+45% +$108K ﹤0.01% 2754
2014
Q1 		$269K Hold
12,200
– – ﹤0.01% 2849
2013
Q4 		$234K Hold
12,200
– – ﹤0.01% 2912
2013
Q3 		$226K Hold
12,200
– – ﹤0.01% 2874
2013
Q2 		$214K Buy
+12,200
New +$186K ﹤0.01% 2867

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
Wellington Management Group
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Charles Schwab's PGC Position: Q2 2026 in Review

Charles Schwab increased its Peapack-Gladstone Financial (PGC) stake by 1.8% in Q2 2026, buying an estimated $100K and bringing the position to 132,779 shares worth $6.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Charles Schwab first reported a position in PGC in Q2 2013 and has held it in 53 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Charles Schwab held 132,779 shares of Peapack-Gladstone Financial worth $6.28M as of Q2 2026.
  • Charles Schwab bought 2,365 Peapack-Gladstone Financial shares in Q2 2026, an estimated $100K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2366 holding.
  • Charles Schwab first reported a position in Peapack-Gladstone Financial in Q2 2013 and has held it in 53 quarters since.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.