Creative Planning
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Creative Planning’s Peapack-Gladstone Financial PGC Stock Holding History

Creative Planning’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 		$2.27M Buy
48,024
+20,560
+75% +$869K ﹤0.01% 1979
2026
Q1 		$967K Buy
27,464
+3,318
+14% +$108K ﹤0.01% 2494
2025
Q4 		$672K Sell
24,146
-3,435
-12% -$93.6K ﹤0.01% 2594
2025
Q3 		$761K Buy
27,581
+1,298
+5% +$36.4K ﹤0.01% 2371
2025
Q2 		$742K Sell
26,283
-107
-0.4% -$2.94K ﹤0.01% 2104
2025
Q1 		$749K Sell
26,390
-1,231
-4% -$38.7K ﹤0.01% 1955
2024
Q4 		$885K Buy
27,621
+4,224
+18% +$140K ﹤0.01% 1733
2024
Q3 		$641K Buy
23,397
+6,032
+35% +$158K ﹤0.01% 1892
2024
Q2 		$393K Buy
17,365
+5,769
+50% +$131K ﹤0.01% 2142
2024
Q1 		$282K Buy
11,596
+3,585
+45% +$91.7K ﹤0.01% 2305
2023
Q4 		$239K Sell
8,011
-4,119
-34% -$107K ﹤0.01% 2275
2023
Q3 		$311K Buy
12,130
+2,614
+27% +$72.3K ﹤0.01% 1914
2023
Q2 		$258K Buy
+9,516
New +$260K ﹤0.01% 2028
2019
Q3 		– Sell
-7,355
Closed -$207K – 2078
2019
Q2 		$207K Buy
+7,355
New +$204K ﹤0.01% 1597
2018
Q4 		– Sell
-7,355
Closed -$227K – 2071
2018
Q3 		$227K Hold
7,355
– – ﹤0.01% 1591
2018
Q2 		$254K Hold
7,355
– – ﹤0.01% 1467
2018
Q1 		$246K Hold
7,355
– – ﹤0.01% 1474
2017
Q4 		$258K Buy
+7,355
New +$252K ﹤0.01% 1437
2014
Q2 		– Sell
-110
Closed -$2K – 3914
2014
Q1 		$2K Hold
110
– – ﹤0.01% 3381
2013
Q4 		$2K Hold
110
– – ﹤0.01% 3107
2013
Q3 		$2K Hold
110
– – ﹤0.01% 2994
2013
Q2 		$2K Buy
+110
New +$1.67K ﹤0.01% 2835

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

Creative Planning's PGC Position: Q2 2026 in Review

Creative Planning increased its Peapack-Gladstone Financial (PGC) stake by 75% in Q2 2026, buying an estimated $869K and bringing the position to 48,024 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Creative Planning first reported a position in PGC in Q2 2013 and has held it in 22 quarters since. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Creative Planning held 48,024 shares of Peapack-Gladstone Financial worth $2.27M as of Q2 2026.
  • Creative Planning bought 20,560 Peapack-Gladstone Financial shares in Q2 2026, an estimated $869K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1979 holding.
  • Creative Planning first reported a position in Peapack-Gladstone Financial in Q2 2013 and has held it in 22 quarters since.
  • 174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.