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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
Q2 		$1.26M Sell
26,547
-6,087
-19% -$257K 0.02% 641
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 $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

IFP Advisors's PGC Position: Q2 2026 in Review

IFP Advisors reduced its Peapack-Gladstone Financial (PGC) stake by 19% in Q2 2026, selling an estimated $257K and leaving 26,547 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #641.

IFP Advisors first reported a position in PGC in Q1 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • IFP Advisors held 26,547 shares of Peapack-Gladstone Financial worth $1.26M as of Q2 2026.
  • IFP Advisors sold 6,087 Peapack-Gladstone Financial shares in Q2 2026, an estimated $257K.
  • Peapack-Gladstone Financial made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #641 holding.
  • IFP Advisors first reported a position in Peapack-Gladstone Financial in Q1 2024 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.