Creative Planning
PGC icon

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
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 $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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's PGC Position: Q1 2026 in Review

Creative Planning increased its Peapack-Gladstone Financial (PGC) stake by 14% in Q1 2026, buying an estimated $108K and bringing the position to 27,464 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Creative Planning first reported a position in PGC in Q2 2013 and has held it in 21 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Creative Planning held 27,464 shares of Peapack-Gladstone Financial worth $967K as of Q1 2026.
  • Creative Planning bought 3,318 Peapack-Gladstone Financial shares in Q1 2026, an estimated $108K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2494 holding.
  • Creative Planning first reported a position in Peapack-Gladstone Financial in Q2 2013 and has held it in 21 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.