Essential Partners’s Peapack-Gladstone Financial PGC Stock Holding History

Essential Partners’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	$4.23K	Hold	97	–	–	﹤0.01%	1596
2026 Q2	$4.59K	Sell	97 -5	-5%	-$211	﹤0.01%	1583
2026 Q1	$3.59K	Buy	102 +1	+1%	+$33	﹤0.01%	1745
2025 Q4	$2.81K	Sell	101 -215	-68%	-$5.86K	﹤0.01%	1678
2025 Q3	$8.72K	Buy	316 +286	+953%	+$8.02K	﹤0.01%	1208
2025 Q2	$848	Buy	+30	New	+$824	﹤0.01%	1554

Other funds holding PGC

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's PGC Position: Q3 2026 in Review

Essential Partners held its Peapack-Gladstone Financial (PGC) position steady in Q3 2026 at 97 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Essential Partners first reported a position in PGC in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.72K in Q3 2025. 12 funds tracked by Wall St. Rank hold PGC as of Q3 2026.

Essential Partners held 97 shares of Peapack-Gladstone Financial worth $4.23K as of Q3 2026.
Essential Partners left its Peapack-Gladstone Financial share count unchanged in Q3 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1596 holding.
Essential Partners first reported a position in Peapack-Gladstone Financial in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Peapack-Gladstone Financial position peaked at $8.72K in Q3 2025.
12 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.