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Ellsworth Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Ellsworth 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
2026
Q3 		$1.07M Buy
24,514
+26
+0.1% +$1.19K 0.17% 108
2026
Q2 		$1.14M Buy
24,488
+104
+0.4% +$4.4K 0.19% 104
2026
Q1 		$859K Buy
+24,384
New +$793K 0.16% 112

Other funds holding PGC

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Ellsworth Advisors's PGC Position: Q3 2026 in Review

Ellsworth Advisors increased its Peapack-Gladstone Financial (PGC) stake by 0.11% in Q3 2026, buying an estimated $1.19K and bringing the position to 24,514 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #108.

Ellsworth Advisors first reported a position in PGC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.14M in Q2 2026. 12 funds tracked by Wall St. Rank hold PGC as of Q3 2026.

  • Ellsworth Advisors held 24,514 shares of Peapack-Gladstone Financial worth $1.07M as of Q3 2026.
  • Ellsworth Advisors bought 26 Peapack-Gladstone Financial shares in Q3 2026, an estimated $1.19K.
  • Peapack-Gladstone Financial made up 0.17% of Ellsworth Advisors's portfolio in Q3 2026, its #108 holding.
  • Ellsworth Advisors first reported a position in Peapack-Gladstone Financial in Q1 2026 and has held it in 3 quarters since.
  • Ellsworth Advisors's Peapack-Gladstone Financial position peaked at $1.14M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.