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Clearstead Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Clearstead Advisors’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 		$711 Buy
+15
New +$634 ﹤0.01% 2821
2026
Q1 		– Sell
-3
Closed -$84 – 2695
2025
Q4 		$84 Sell
3
-485
-99% -$13.2K ﹤0.01% 2546
2025
Q3 		$13.5K Buy
488
+16
+3% +$449 ﹤0.01% 1817
2025
Q2 		$13.3K Buy
+472
New +$13K ﹤0.01% 1784

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

Clearstead Advisors's PGC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Peapack-Gladstone Financial (PGC) in Q2 2026: 15 shares worth $711. The stake represents ﹤0.01% of the portfolio and ranks #2821 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PGC as recently as Q4 2025.

Clearstead Advisors first reported a position in PGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.5K in Q3 2025. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Clearstead Advisors held 15 shares of Peapack-Gladstone Financial worth $711 as of Q2 2026.
  • Peapack-Gladstone Financial was a new Clearstead Advisors position in Q2 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2821 holding.
  • Clearstead Advisors first reported a position in Peapack-Gladstone Financial in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Peapack-Gladstone Financial position peaked at $13.5K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.