EF
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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
Q2 		$3.84M Buy
81,146
+5,701
+8% +$241K 0.02% 832
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Empowered Funds's PGC Position: Q2 2026 in Review

Empowered Funds increased its Peapack-Gladstone Financial (PGC) stake by 7.6% in Q2 2026, buying an estimated $241K and bringing the position to 81,146 shares worth $3.84M. The position accounts for 0.02% of the portfolio, ranked #832.

Empowered Funds first reported a position in PGC in Q2 2023 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Empowered Funds held 81,146 shares of Peapack-Gladstone Financial worth $3.84M as of Q2 2026.
  • Empowered Funds bought 5,701 Peapack-Gladstone Financial shares in Q2 2026, an estimated $241K.
  • Peapack-Gladstone Financial made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #832 holding.
  • Empowered Funds first reported a position in Peapack-Gladstone Financial in Q2 2023 and has held it in 12 quarters since.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.