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Diversified Trust’s Peapack-Gladstone Financial PGC Stock Holding History

Diversified Trust’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 		$318K Buy
+6,720
New +$284K 0.01% 897

Other funds holding PGC

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Diversified Trust's PGC Position: Q2 2026 in Review

Diversified Trust opened a new position in Peapack-Gladstone Financial (PGC) in Q2 2026: 6,720 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #897 among its holdings.

15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Diversified Trust held 6,720 shares of Peapack-Gladstone Financial worth $318K as of Q2 2026.
  • Peapack-Gladstone Financial was a new Diversified Trust position in Q2 2026.
  • Peapack-Gladstone Financial made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #897 holding.
  • 15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.