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 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 $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

EverSource Wealth Advisors's PGC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Peapack-Gladstone Financial (PGC) stake by 39% in Q1 2026, buying an estimated $2.89K and bringing the position to 316 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

EverSource Wealth Advisors first reported a position in PGC in Q4 2023 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

EverSource Wealth Advisors held 316 shares of Peapack-Gladstone Financial worth $11.1K as of Q1 2026.
EverSource Wealth Advisors bought 89 Peapack-Gladstone Financial shares in Q1 2026, an estimated $2.89K.
Peapack-Gladstone Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2857 holding.
EverSource Wealth Advisors first reported a position in Peapack-Gladstone Financial in Q4 2023 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.