Farther Finance Advisors
PGC icon

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
Q3 		$26.7K Buy
612
+433
+242% +$19.8K ﹤0.01% 3911
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Bailard
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors's PGC Position: Q3 2026 in Review

Farther Finance Advisors increased its Peapack-Gladstone Financial (PGC) stake by 242% in Q3 2026, buying an estimated $19.8K and bringing the position to 612 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

Farther Finance Advisors first reported a position in PGC in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold PGC as of Q3 2026.

  • Farther Finance Advisors held 612 shares of Peapack-Gladstone Financial worth $26.7K as of Q3 2026.
  • Farther Finance Advisors bought 433 Peapack-Gladstone Financial shares in Q3 2026, an estimated $19.8K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3911 holding.
  • Farther Finance Advisors first reported a position in Peapack-Gladstone Financial in Q4 2023 and has held it in 12 quarters since.
  • 12 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.