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IFP Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

IFP 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
Q1 		$1.15M Buy
32,634
+32,631
+1,087,700% +$1.06M 0.02% 629
2025
Q4 		$84 Sell
3
-4
-57% -$109 ﹤0.01% 4629
2025
Q3 		$193 Buy
+7
New +$196 ﹤0.01% 4409
2025
Q2 		– Hold
0
– – – 4283
2024
Q3 		– Sell
-29
Closed -$657 – 3414
2024
Q2 		$657 Hold
29
– – ﹤0.01% 3058
2024
Q1 		$706 Buy
+29
New +$742 ﹤0.01% 2925

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

IFP Advisors's PGC Position: Q1 2026 in Review

IFP Advisors increased its Peapack-Gladstone Financial (PGC) stake by 1,087,700% in Q1 2026, buying an estimated $1.06M and bringing the position to 32,634 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #629.

IFP Advisors first reported a position in PGC in Q1 2024 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • IFP Advisors held 32,634 shares of Peapack-Gladstone Financial worth $1.15M as of Q1 2026.
  • IFP Advisors bought 32,631 Peapack-Gladstone Financial shares in Q1 2026, an estimated $1.06M.
  • Peapack-Gladstone Financial made up 0.02% of IFP Advisors's portfolio in Q1 2026, its #629 holding.
  • IFP Advisors first reported a position in Peapack-Gladstone Financial in Q1 2024 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.