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 Q3	$1.16M	Hold	26,547	–	–	0.02%	712
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IFP Advisors's PGC Position: Q3 2026 in Review

IFP Advisors held its Peapack-Gladstone Financial (PGC) position steady in Q3 2026 at 26,547 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #712.

IFP Advisors first reported a position in PGC in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q2 2026. 125 funds tracked by Wall St. Rank hold PGC as of Q3 2026.

IFP Advisors held 26,547 shares of Peapack-Gladstone Financial worth $1.16M as of Q3 2026.
IFP Advisors left its Peapack-Gladstone Financial share count unchanged in Q3 2026.
Peapack-Gladstone Financial made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #712 holding.
IFP Advisors first reported a position in Peapack-Gladstone Financial in Q1 2024 and has held it in 7 quarters since.
IFP Advisors's Peapack-Gladstone Financial position peaked at $1.26M in Q2 2026.
125 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.