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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's PGC Position: Q1 2026 in Review

Covestor held its Peapack-Gladstone Financial (PGC) position steady in Q1 2026 at 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Covestor first reported a position in PGC in Q4 2021 and has held it in 14 quarters since. The position peaked at $2K in Q4 2021. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Covestor held 14 shares of Peapack-Gladstone Financial worth $0 as of Q1 2026.
Covestor left its Peapack-Gladstone Financial share count unchanged in Q1 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2653 holding.
Covestor first reported a position in Peapack-Gladstone Financial in Q4 2021 and has held it in 14 quarters since.
Covestor's Peapack-Gladstone Financial position peaked at $2K in Q4 2021.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.