GRP
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Global Retirement Partners’s Peapack-Gladstone Financial PGC Stock Holding History

Global Retirement Partners’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
2023
Q4 		– Sell
-7
Closed -$180 – 3454
2023
Q3 		$180 Buy
+7
New +$194 ﹤0.01% 3124
2018
Q4 		– Sell
-207
Closed -$6K – 1534
2018
Q3 		$6K Hold
207
– – ﹤0.01% 1189
2018
Q2 		$7K Buy
207
+92
+80% +$3.13K ﹤0.01% 1105
2018
Q1 		$4K Buy
+115
New +$4.02K ﹤0.01% 1211

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
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Global Retirement Partners's PGC Position: Q4 2023 in Review

Global Retirement Partners sold out of Peapack-Gladstone Financial (PGC) in Q4 2023, closing a stake of 7 shares — an estimated $180 sold.

Global Retirement Partners first reported a position in PGC in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 121 funds tracked by Wall St. Rank hold PGC as of Q4 2023.

  • Global Retirement Partners reported no remaining Peapack-Gladstone Financial position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 7 Peapack-Gladstone Financial shares in Q4 2023, an estimated $180.
  • Global Retirement Partners first reported a position in Peapack-Gladstone Financial in Q1 2018 and held it in 4 quarters.
  • Global Retirement Partners's Peapack-Gladstone Financial position peaked at $7K in Q2 2018.
  • 121 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.