Envestnet Asset Management
PGC icon

Envestnet Asset Management’s Peapack-Gladstone Financial PGC Stock Holding History

Envestnet Asset 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
Q2 		$482K Buy
10,174
+2,874
+39% +$122K ﹤0.01% 4109
2026
Q1 		$257K Buy
+7,300
New +$237K ﹤0.01% 4373

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 $3.38T AUM 44.17% 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

Envestnet Asset Management's PGC Position: Q2 2026 in Review

Envestnet Asset Management increased its Peapack-Gladstone Financial (PGC) stake by 39% in Q2 2026, buying an estimated $122K and bringing the position to 10,174 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #4109.

Envestnet Asset Management first reported a position in PGC in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Envestnet Asset Management held 10,174 shares of Peapack-Gladstone Financial worth $482K as of Q2 2026.
  • Envestnet Asset Management bought 2,874 Peapack-Gladstone Financial shares in Q2 2026, an estimated $122K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4109 holding.
  • Envestnet Asset Management first reported a position in Peapack-Gladstone Financial in Q1 2026 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.