Fidelity Investments
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Fidelity Investments’s Peapack-Gladstone Financial PGC Stock Holding History

Fidelity Investments’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 		$2.01M Buy
57,197
+9,900
+21% +$322K ﹤0.01% 2637
2025
Q4 		$1.32M Buy
47,297
+10,100
+27% +$275K ﹤0.01% 2747
2025
Q3 		$1.03M Buy
37,197
+2,553
+7% +$71.6K ﹤0.01% 2790
2025
Q2 		$979K Sell
34,644
-5,291
-13% -$145K ﹤0.01% 2727
2025
Q1 		$1.13M Buy
39,935
+8,838
+28% +$278K ﹤0.01% 2637
2024
Q4 		$997K Buy
31,097
+2,739
+10% +$90.8K ﹤0.01% 2671
2024
Q3 		$777K Buy
28,358
+6,054
+27% +$159K ﹤0.01% 2685
2024
Q2 		$505K Buy
22,304
+935
+4% +$21.2K ﹤0.01% 2729
2024
Q1 		$520K Sell
21,369
-118
-0.5% -$3.02K ﹤0.01% 2705
2023
Q4 		$641K Sell
21,487
-1,786
-8% -$46.5K ﹤0.01% 2602
2023
Q3 		$597K Buy
23,273
+1,253
+6% +$34.7K ﹤0.01% 2579
2023
Q2 		$596K Buy
22,020
+56
+0.3% +$1.53K ﹤0.01% 2599
2023
Q1 		$651K Sell
21,964
-52
-0.2% -$1.84K ﹤0.01% 2614
2022
Q4 		$819K Buy
22,016
+47
+0.2% +$1.79K ﹤0.01% 2586
2022
Q3 		$739K Buy
21,969
+82
+0.4% +$2.7K ﹤0.01% 2677
2022
Q2 		$650K Sell
21,887
-35
-0.2% -$1.12K ﹤0.01% 2778
2022
Q1 		$762K Buy
21,922
+21,754
+12,949% +$801K ﹤0.01% 2856
2021
Q4 		$6K Hold
168
– – ﹤0.01% 3772
2021
Q3 		$6K Buy
168
+4
+2% +$129 ﹤0.01% 3756
2021
Q2 		$5K Buy
164
+1
+0.6% +$32 ﹤0.01% 3733
2021
Q1 		$5K Buy
163
+22
+16% +$604 ﹤0.01% 3554
2020
Q4 		$3K Sell
141
-19
-12% -$376 ﹤0.01% 3540
2020
Q3 		$2K Sell
160
-8
-5% -$134 ﹤0.01% 3484
2020
Q2 		$3K Sell
168
-166
-50% -$2.94K ﹤0.01% 3336
2020
Q1 		$6K Buy
334
+200
+149% +$5.29K ﹤0.01% 3224
2019
Q4 		$4K Hold
134
– – ﹤0.01% 3467
2019
Q3 		$4K Hold
134
– – ﹤0.01% 3451
2019
Q2 		$4K Hold
134
– – ﹤0.01% 3420
2019
Q1 		$4K Hold
134
– – ﹤0.01% 3314
2018
Q4 		$3K Hold
134
– – ﹤0.01% 3285
2018
Q3 		$4K Buy
+134
New +$4.47K ﹤0.01% 3298

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments's PGC Position: Q1 2026 in Review

Fidelity Investments increased its Peapack-Gladstone Financial (PGC) stake by 21% in Q1 2026, buying an estimated $322K and bringing the position to 57,197 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Fidelity Investments first reported a position in PGC in Q3 2018 and has held it in 31 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Fidelity Investments held 57,197 shares of Peapack-Gladstone Financial worth $2.01M as of Q1 2026.
  • Fidelity Investments bought 9,900 Peapack-Gladstone Financial shares in Q1 2026, an estimated $322K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2637 holding.
  • Fidelity Investments first reported a position in Peapack-Gladstone Financial in Q3 2018 and has held it in 31 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.