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GAMMA Investing’s Peapack-Gladstone Financial PGC Stock Holding History

GAMMA Investing’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 		$11.4K Buy
241
+5
+2% +$211 ﹤0.01% 3140
2026
Q1 		$8.31K Buy
236
+7
+3% +$228 ﹤0.01% 3168
2025
Q4 		$6.38K Buy
229
+48
+27% +$1.31K ﹤0.01% 3174
2025
Q3 		$5K Sell
181
-16
-8% -$449 ﹤0.01% 3181
2025
Q2 		$5.57K Sell
197
-311
-61% -$8.54K ﹤0.01% 3079
2025
Q1 		$14.4K Buy
508
+292
+135% +$9.17K ﹤0.01% 2569
2024
Q4 		$6.92K Buy
216
+58
+37% +$1.92K ﹤0.01% 2773
2024
Q3 		$4.33K Buy
158
+110
+229% +$2.88K ﹤0.01% 2803
2024
Q2 		$1.09K Buy
48
+37
+336% +$839 ﹤0.01% 3038
2024
Q1 		$268 Hold
11
– – ﹤0.01% 3198
2023
Q4 		$303 Buy
+11
New +$286 ﹤0.01% 3050

Other funds holding PGC

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing's PGC Position: Q2 2026 in Review

GAMMA Investing increased its Peapack-Gladstone Financial (PGC) stake by 2.1% in Q2 2026, buying an estimated $211 and bringing the position to 241 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

GAMMA Investing first reported a position in PGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4K in Q1 2025. 15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • GAMMA Investing held 241 shares of Peapack-Gladstone Financial worth $11.4K as of Q2 2026.
  • GAMMA Investing bought 5 Peapack-Gladstone Financial shares in Q2 2026, an estimated $211.
  • Peapack-Gladstone Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3140 holding.
  • GAMMA Investing first reported a position in Peapack-Gladstone Financial in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Peapack-Gladstone Financial position peaked at $14.4K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.