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Congress Wealth Management’s Peapack-Gladstone Financial PGC Stock Holding History

Congress Wealth 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 		$507K Sell
17,950
-4,104
-19% -$113K ﹤0.01% 923
2025
Q1 		$639K Buy
+22,054
New +$693K 0.01% 748

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's PGC Position: Q2 2025 in Review

Congress Wealth Management reduced its Peapack-Gladstone Financial (PGC) stake by 19% in Q2 2025, selling an estimated $113K and leaving 17,950 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Congress Wealth Management first reported a position in PGC in Q1 2025 and has held it in 2 quarters since. The position peaked at $639K in Q1 2025. 146 funds tracked by Wall St. Rank hold PGC as of Q2 2025.

  • Congress Wealth Management held 17,950 shares of Peapack-Gladstone Financial worth $507K as of Q2 2025.
  • Congress Wealth Management sold 4,104 Peapack-Gladstone Financial shares in Q2 2025, an estimated $113K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #923 holding.
  • Congress Wealth Management first reported a position in Peapack-Gladstone Financial in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Peapack-Gladstone Financial position peaked at $639K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.