EverSource Wealth Advisors
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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
Q3 		$11.4K Buy
262
+1
+0.4% +$46 ﹤0.01% 2817
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Philadelphia Trust Company
Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EverSource Wealth Advisors's PGC Position: Q3 2026 in Review

EverSource Wealth Advisors increased its Peapack-Gladstone Financial (PGC) stake by 0.38% in Q3 2026, buying an estimated $46 and bringing the position to 262 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

EverSource Wealth Advisors first reported a position in PGC in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.4K in Q2 2026. 61 funds tracked by Wall St. Rank hold PGC as of Q3 2026.

  • EverSource Wealth Advisors held 262 shares of Peapack-Gladstone Financial worth $11.4K as of Q3 2026.
  • EverSource Wealth Advisors bought 1 Peapack-Gladstone Financial share in Q3 2026, an estimated $46.
  • Peapack-Gladstone Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2817 holding.
  • EverSource Wealth Advisors first reported a position in Peapack-Gladstone Financial in Q4 2023 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Peapack-Gladstone Financial position peaked at $12.4K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.