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IEQ Capital’s Peapack-Gladstone Financial PGC Stock Holding History

IEQ Capital’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 		$291K Buy
+6,152
New +$260K ﹤0.01% 1654
2025
Q4 		– Sell
-8,775
Closed -$242K – 1964
2025
Q3 		$242K Buy
+8,775
New +$246K ﹤0.01% 1608

Other funds holding PGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

IEQ Capital's PGC Position: Q2 2026 in Review

IEQ Capital opened a new position in Peapack-Gladstone Financial (PGC) in Q2 2026: 6,152 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #1654 among its holdings. This is a return to the name: IEQ Capital previously reported a position in PGC as recently as Q3 2025.

IEQ Capital first reported a position in PGC in Q3 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • IEQ Capital held 6,152 shares of Peapack-Gladstone Financial worth $291K as of Q2 2026.
  • Peapack-Gladstone Financial was a new IEQ Capital position in Q2 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1654 holding.
  • IEQ Capital first reported a position in Peapack-Gladstone Financial in Q3 2025 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.