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Elizabeth Park Capital Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Elizabeth Park Capital Advisors’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
2025
Q1 		– Sell
-76,980
Closed -$2.47M – 46
2024
Q4 		$2.47M Hold
76,980
– – 2.01% 25
2024
Q3 		$2.11M Sell
76,980
-10,000
-11% -$262K 1.7% 34
2024
Q2 		$1.97M Sell
86,980
-20,838
-19% -$472K 1.71% 34
2024
Q1 		$2.62M Sell
107,818
-13,500
-11% -$345K 2.18% 24
2023
Q4 		$3.62M Hold
121,318
– – 2.51% 10
2023
Q3 		$3.11M Hold
121,318
– – 2.56% 14
2023
Q2 		$3.29M Hold
121,318
– – 2.39% 11
2023
Q1 		$3.59M Hold
121,318
– – 2.31% 12
2022
Q4 		$4.52M Hold
121,318
– – 2.02% 18
2022
Q3 		$4.08M Hold
121,318
– – 1.87% 23
2022
Q2 		$3.6M Hold
121,318
– – 1.55% 30
2022
Q1 		$4.22M Buy
+121,318
New +$4.46M 1.53% 30
2021
Q4 		– Sell
-121,318
Closed -$4.05M – 54
2021
Q3 		$4.05M Hold
121,318
– – 1.42% 33
2021
Q2 		$3.77M Hold
121,318
– – 1.44% 33
2021
Q1 		$3.75M Hold
121,318
– – 1.25% 32
2020
Q4 		$2.76M Buy
121,318
+18,958
+19% +$375K 1.18% 36
2020
Q3 		$1.55M Hold
102,360
– – 1.01% 36
2020
Q2 		$1.92M Hold
102,360
– – 1.22% 37
2020
Q1 		$1.84M Hold
102,360
– – 1.39% 28
2019
Q4 		$3.16M Hold
102,360
– – 1.24% 28
2019
Q3 		$2.87M Buy
102,360
+14,000
+16% +$393K 1.13% 30
2019
Q2 		$2.48M Hold
88,360
– – 1.02% 25
2019
Q1 		$2.32M Hold
88,360
– – 0.93% 27
2018
Q4 		$2.23M Buy
88,360
+16,922
+24% +$467K 0.91% 28
2018
Q3 		$2.21M Hold
71,438
– – 0.61% 38
2018
Q2 		$2.47M Hold
71,438
– – 0.67% 34
2018
Q1 		$2.38M Buy
71,438
+24,300
+52% +$849K 0.68% 35
2017
Q4 		$1.65M Buy
47,138
+15,100
+47% +$517K 0.53% 34
2017
Q3 		$1.08M Hold
32,038
– – 0.42% 34
2017
Q2 		$1M Hold
32,038
– – 0.4% 38
2017
Q1 		$948K Buy
32,038
+4,800
+18% +$148K 0.39% 40
2016
Q4 		$841K Buy
+27,238
New +$702K 0.36% 41

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elizabeth Park Capital Advisors's PGC Position: Q1 2025 in Review

Elizabeth Park Capital Advisors sold out of Peapack-Gladstone Financial (PGC) in Q1 2025, closing a stake of 76,980 shares — an estimated $2.47M sold.

Elizabeth Park Capital Advisors first reported a position in PGC in Q4 2016 and held it in 32 quarters. The position peaked at $4.52M in Q4 2022. 140 funds tracked by Wall St. Rank hold PGC as of Q1 2025.

  • Elizabeth Park Capital Advisors reported no remaining Peapack-Gladstone Financial position as of Q1 2025 after selling out during the quarter.
  • Elizabeth Park Capital Advisors sold 76,980 Peapack-Gladstone Financial shares in Q1 2025, an estimated $2.47M.
  • Elizabeth Park Capital Advisors first reported a position in Peapack-Gladstone Financial in Q4 2016 and held it in 32 quarters.
  • Elizabeth Park Capital Advisors's Peapack-Gladstone Financial position peaked at $4.52M in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2025.

Based on Elizabeth Park Capital Advisors's 13F filing for Q1 2025, filed 14 May 2025.