EverSource Wealth Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

EverSource Wealth 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 Q2	$12.4K	Sell	261 -55	-17%	-$2.33K	﹤0.01%	2778
2026 Q1	$11.1K	Buy	316 +89	+39%	+$2.89K	﹤0.01%	2857
2025 Q4	$6.32K	Sell	227 -24	-10%	-$654	﹤0.01%	3011
2025 Q3	$6.93K	Buy	251 +152	+154%	+$4.26K	﹤0.01%	2998
2025 Q2	$2.8K	Buy	99 +98	+9,800%	+$2.69K	﹤0.01%	3384
2025 Q1	$28	Sell	1 -5	-83%	-$157	﹤0.01%	3951
2024 Q4	$192	Buy	+6	New	+$199	﹤0.01%	3440
2024 Q1	–	Sell	-20	Closed	-$596	–	2965
2023 Q4	$596	Buy	+20	New	+$520	﹤0.01%	2495

Other funds holding PGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

EverSource Wealth Advisors's PGC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Peapack-Gladstone Financial (PGC) stake by 17% in Q2 2026, selling an estimated $2.33K and leaving 261 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

EverSource Wealth Advisors first reported a position in PGC in Q4 2023 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

EverSource Wealth Advisors held 261 shares of Peapack-Gladstone Financial worth $12.4K as of Q2 2026.
EverSource Wealth Advisors sold 55 Peapack-Gladstone Financial shares in Q2 2026, an estimated $2.33K.
Peapack-Gladstone Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2778 holding.
EverSource Wealth Advisors first reported a position in Peapack-Gladstone Financial in Q4 2023 and has held it in 8 quarters since.
173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.