FFA
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Farther Finance Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Farther Finance 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 		$8.53K Sell
179
-29
-14% -$1.23K ﹤0.01% 4528
2026
Q1 		$7.44K Buy
208
+129
+163% +$4.2K ﹤0.01% 4297
2025
Q4 		$2.2K Buy
79
+23
+41% +$627 ﹤0.01% 4659
2025
Q3 		$1.55K Buy
56
+53
+1,767% +$1.49K ﹤0.01% 4232
2025
Q2 		$85 Sell
3
-10
-77% -$275 ﹤0.01% 4326
2025
Q1 		$378 Buy
13
+10
+333% +$314 ﹤0.01% 3829
2024
Q4 		$96 Hold
3
– – ﹤0.01% 3787
2024
Q3 		$82 Hold
3
– – ﹤0.01% 3812
2024
Q2 		$67 Sell
3
-6
-67% -$136 ﹤0.01% 3656
2024
Q1 		$219 Buy
9
+8
+800% +$205 ﹤0.01% 3249
2023
Q4 		$30 Buy
+1
New +$26 ﹤0.01% 3427

Other funds holding PGC

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Farther Finance Advisors's PGC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Peapack-Gladstone Financial (PGC) stake by 14% in Q2 2026, selling an estimated $1.23K and leaving 179 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4528.

Farther Finance Advisors first reported a position in PGC in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Farther Finance Advisors held 179 shares of Peapack-Gladstone Financial worth $8.53K as of Q2 2026.
  • Farther Finance Advisors sold 29 Peapack-Gladstone Financial shares in Q2 2026, an estimated $1.23K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4528 holding.
  • Farther Finance Advisors first reported a position in Peapack-Gladstone Financial in Q4 2023 and has held it in 11 quarters since.
  • 24 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.