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Coldstream Capital Management’s Peapack-Gladstone Financial PGC Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-48
Closed -$1.36K – 2710
2025
Q1 		$1.36K Buy
+48
New +$1.51K ﹤0.01% 3105

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coldstream Capital Management's PGC Position: Q2 2025 in Review

Coldstream Capital Management sold out of Peapack-Gladstone Financial (PGC) in Q2 2025, closing a stake of 48 shares — an estimated $1.36K sold.

Coldstream Capital Management first reported a position in PGC in Q1 2025 and held it in 1 quarter. The position peaked at $1.36K in Q1 2025. 146 funds tracked by Wall St. Rank hold PGC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Peapack-Gladstone Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 48 Peapack-Gladstone Financial shares in Q2 2025, an estimated $1.36K.
  • Coldstream Capital Management first reported a position in Peapack-Gladstone Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Peapack-Gladstone Financial position peaked at $1.36K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.