I
PGC icon

InceptionR’s Peapack-Gladstone Financial PGC Stock Holding History

InceptionR’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 		$239K Buy
+6,796
New +$221K 0.06% 533
2025
Q1 		– Sell
-8,110
Closed -$260K – 771
2024
Q4 		$260K Sell
8,110
-524
-6% -$17.4K 0.06% 504
2024
Q3 		$237K Buy
+8,634
New +$226K 0.06% 531

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

InceptionR's PGC Position: Q1 2026 in Review

InceptionR opened a new position in Peapack-Gladstone Financial (PGC) in Q1 2026: 6,796 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #533 among its holdings. This is a return to the name: InceptionR previously reported a position in PGC as recently as Q4 2024.

InceptionR first reported a position in PGC in Q3 2024 and has held it in 3 quarters since. The position peaked at $260K in Q4 2024. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • InceptionR held 6,796 shares of Peapack-Gladstone Financial worth $239K as of Q1 2026.
  • Peapack-Gladstone Financial was a new InceptionR position in Q1 2026.
  • Peapack-Gladstone Financial made up 0.06% of InceptionR's portfolio in Q1 2026, its #533 holding.
  • InceptionR first reported a position in Peapack-Gladstone Financial in Q3 2024 and has held it in 3 quarters since.
  • InceptionR's Peapack-Gladstone Financial position peaked at $260K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.