Integrated Wealth Concepts’s Peapack-Gladstone Financial PGC Stock Holding History

Integrated Wealth Concepts’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	$119K	Buy	+2,505	New	+$106K	﹤0.01%	2687

Other funds holding PGC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Integrated Wealth Concepts's PGC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Peapack-Gladstone Financial (PGC) in Q2 2026: 2,505 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #2687 among its holdings.

173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

Integrated Wealth Concepts held 2,505 shares of Peapack-Gladstone Financial worth $119K as of Q2 2026.
Peapack-Gladstone Financial was a new Integrated Wealth Concepts position in Q2 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2687 holding.
173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.