Elk River Wealth Management’s Peapack-Gladstone Financial PGC Stock Holding History

Elk River Wealth Management’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	$454K	Hold	12,900	–	–	0.08%	76
2025 Q4	$359K	Hold	12,900	–	–	0.06%	82
2025 Q3	$356K	Hold	12,900	–	–	0.06%	81
2025 Q2	$364K	Sell	12,900 -1,000	-7%	-$27.5K	0.06%	79
2025 Q1	$395K	Hold	13,900	–	–	0.07%	76
2024 Q4	$445K	Sell	13,900 -1,600	-10%	-$53K	0.08%	74
2024 Q3	$425K	Hold	15,500	–	–	0.08%	74
2024 Q2	$351K	Sell	15,500 -2,150	-12%	-$48.7K	0.07%	72
2024 Q1	$429K	Sell	17,650 -650	-4%	-$16.6K	0.09%	73
2023 Q4	$546K	Hold	18,300	–	–	0.1%	72
2023 Q3	$469K	Hold	18,300	–	–	0.1%	76
2023 Q2	$496K	Hold	18,300	–	–	0.11%	74
2023 Q1	$542K	Sell	18,300 -300	-2%	-$10.6K	0.12%	70
2022 Q4	$692K	Sell	18,600 -400	-2%	-$15.3K	0.17%	66
2022 Q3	$639K	Hold	19,000	–	–	0.17%	63
2022 Q2	$564K	Hold	19,000	–	–	0.14%	70
2022 Q1	$660K	Hold	19,000	–	–	0.14%	71
2021 Q4	$673K	Hold	19,000	–	–	0.15%	72
2021 Q3	$634K	Sell	19,000 -38,774	-67%	-$1.25M	0.16%	70
2021 Q2	$1.79M	Hold	57,774	–	–	0.47%	54
2021 Q1	$1.78M	Sell	57,774 -42,845	-43%	-$1.18M	0.51%	55
2020 Q4	$2.29M	Buy	+100,619	New	+$1.99M	0.76%	47

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

Elk River Wealth Management's PGC Position: Q1 2026 in Review

Elk River Wealth Management held its Peapack-Gladstone Financial (PGC) position steady in Q1 2026 at 12,900 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #76.

Elk River Wealth Management first reported a position in PGC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.29M in Q4 2020. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Elk River Wealth Management held 12,900 shares of Peapack-Gladstone Financial worth $454K as of Q1 2026.
Elk River Wealth Management left its Peapack-Gladstone Financial share count unchanged in Q1 2026.
Peapack-Gladstone Financial made up 0.08% of Elk River Wealth Management's portfolio in Q1 2026, its #76 holding.
Elk River Wealth Management first reported a position in Peapack-Gladstone Financial in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's Peapack-Gladstone Financial position peaked at $2.29M in Q4 2020.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.