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Covestor’s Peapack-Gladstone Financial PGC Stock Holding History

Covestor’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 		– Sell
-14
Closed – – 2757
2026
Q1 		$0 Hold
14
– – ﹤0.01% 2653
2025
Q4 		$0 Buy
+14
New +$381 ﹤0.01% 2625
2025
Q3 		– Sell
-2
Closed – – 2641
2025
Q2 		$0 Buy
+2
New +$55 ﹤0.01% 2618
2025
Q1 		– Sell
-23
Closed -$1K – 2600
2024
Q4 		$1K Sell
23
-23
-50% -$762 ﹤0.01% 2107
2024
Q3 		$1K Buy
46
+8
+21% +$210 ﹤0.01% 2068
2024
Q2 		$1K Buy
38
+6
+19% +$136 ﹤0.01% 2091
2024
Q1 		$1K Sell
32
-4
-11% -$102 ﹤0.01% 2072
2023
Q4 		$1K Sell
36
-2
-5% -$52 ﹤0.01% 2019
2023
Q3 		$1K Sell
38
-8
-17% -$221 ﹤0.01% 1974
2023
Q2 		$1K Buy
46
+43
+1,433% +$1.18K ﹤0.01% 1999
2023
Q1 		$0 Buy
3
+2
+200% +$71 ﹤0.01% 2437
2022
Q4 		$0 Sell
1
-41
-98% -$1.56K ﹤0.01% 2463
2022
Q3 		$1K Buy
+42
New +$1.38K ﹤0.01% 1840
2022
Q1 		– Sell
-43
Closed -$2K – 2352
2021
Q4 		$2K Buy
+43
New +$1.47K ﹤0.01% 1566

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

Covestor's PGC Position: Q2 2026 in Review

Covestor sold out of Peapack-Gladstone Financial (PGC) in Q2 2026, closing a stake of 14 shares.

Covestor first reported a position in PGC in Q4 2021 and held it in 14 quarters. The position peaked at $2K in Q4 2021. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Covestor reported no remaining Peapack-Gladstone Financial position as of Q2 2026 after selling out during the quarter.
  • Covestor sold 14 Peapack-Gladstone Financial shares in Q2 2026.
  • Covestor first reported a position in Peapack-Gladstone Financial in Q4 2021 and held it in 14 quarters.
  • Covestor's Peapack-Gladstone Financial position peaked at $2K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.