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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
Q2 		– Sell
-6,796
Closed -$239K – 860
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 $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

InceptionR's PGC Position: Q2 2026 in Review

InceptionR sold out of Peapack-Gladstone Financial (PGC) in Q2 2026, closing a stake of 6,796 shares — an estimated $239K sold.

InceptionR first reported a position in PGC in Q3 2024 and held it in 3 quarters. The position peaked at $260K in Q4 2024. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • InceptionR reported no remaining Peapack-Gladstone Financial position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 6,796 Peapack-Gladstone Financial shares in Q2 2026, an estimated $239K.
  • InceptionR first reported a position in Peapack-Gladstone Financial in Q3 2024 and held it in 3 quarters.
  • InceptionR's Peapack-Gladstone Financial position peaked at $260K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

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