Empowered Funds’s Peapack-Gladstone Financial PGC Stock Holding History

Empowered Funds’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	$2.66M	Buy	+75,445	New	+$2.45M	0.02%	944
2025 Q4	–	Sell	-65,771	Closed	-$1.82M	–	1667
2025 Q3	$1.82M	Buy	65,771 +4,935	+8%	+$138K	0.02%	965
2025 Q2	$1.72M	Buy	60,836 +5,386	+10%	+$148K	0.02%	894
2025 Q1	$1.57M	Buy	55,450 +4,329	+8%	+$136K	0.02%	843
2024 Q4	$1.64M	Buy	51,121 +2,411	+5%	+$79.9K	0.02%	804
2024 Q3	$1.34M	Buy	48,710 +2,412	+5%	+$63.3K	0.02%	820
2024 Q2	$1.05M	Sell	46,298 -5,488	-11%	-$124K	0.02%	845
2024 Q1	$1.26M	Buy	51,786 +3,850	+8%	+$98.5K	0.02%	776
2023 Q4	$1.43M	Buy	47,936 +4,224	+10%	+$110K	0.04%	637
2023 Q3	$1.12M	Buy	43,712 +3,476	+9%	+$96.2K	0.03%	630
2023 Q2	$1.09M	Buy	+40,236	New	+$1.1M	0.04%	592

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

Empowered Funds's PGC Position: Q1 2026 in Review

Empowered Funds opened a new position in Peapack-Gladstone Financial (PGC) in Q1 2026: 75,445 shares worth $2.66M. The stake represents 0.02% of the portfolio and ranks #944 among its holdings. This is a return to the name: Empowered Funds previously reported a position in PGC as recently as Q3 2025.

Empowered Funds first reported a position in PGC in Q2 2023 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Empowered Funds held 75,445 shares of Peapack-Gladstone Financial worth $2.66M as of Q1 2026.
Peapack-Gladstone Financial was a new Empowered Funds position in Q1 2026.
Peapack-Gladstone Financial made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #944 holding.
Empowered Funds first reported a position in Peapack-Gladstone Financial in Q2 2023 and has held it in 11 quarters since.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.