Jacobs Levy Equity Management’s Peapack-Gladstone Financial PGC Stock Holding History

Jacobs Levy Equity Management’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	$1.64M	Buy	46,497 +4,375	+10%	+$142K	0.01%	622
2025 Q4	$1.17M	Sell	42,122 -865	-2%	-$23.6K	﹤0.01%	659
2025 Q3	$1.19M	Sell	42,987 -5,413	-11%	-$152K	﹤0.01%	682
2025 Q2	$1.37M	Buy	48,400 +1,965	+4%	+$54K	0.01%	693
2025 Q1	$1.32M	Sell	46,435 -1,117	-2%	-$35.1K	0.01%	754
2024 Q4	$1.52M	Buy	47,552 +16,417	+53%	+$544K	0.01%	653
2024 Q3	$853K	Hold	31,135	–	–	﹤0.01%	753
2024 Q2	$705K	Sell	31,135 -1,598	-5%	-$36.2K	﹤0.01%	798
2024 Q1	$796K	Sell	32,733 -291	-0.9%	-$7.44K	﹤0.01%	756
2023 Q4	$985K	Sell	33,024 -26,316	-44%	-$685K	0.01%	724
2023 Q3	$1.52M	Sell	59,340 -5,176	-8%	-$143K	0.01%	607
2023 Q2	$1.75M	Buy	64,516 +6,212	+11%	+$170K	0.01%	597
2023 Q1	$1.73M	Sell	58,304 -1,286	-2%	-$45.6K	0.01%	597
2022 Q4	$2.22M	Sell	59,590 -1,934	-3%	-$73.8K	0.02%	533
2022 Q3	$2.07M	Sell	61,524 -755	-1%	-$24.8K	0.02%	551
2022 Q2	$1.85M	Sell	62,279 -512	-0.8%	-$16.4K	0.01%	620
2022 Q1	$2.18M	Sell	62,791 -2,097	-3%	-$77.2K	0.01%	605
2021 Q4	$2.3M	Buy	64,888 +3,935	+6%	+$135K	0.02%	593
2021 Q3	$2.03M	Sell	60,953 -596	-1%	-$19.2K	0.01%	612
2021 Q2	$1.91M	Buy	61,549 +2,727	+5%	+$88K	0.01%	609
2021 Q1	$1.82M	Sell	58,822 -5,895	-9%	-$162K	0.01%	616
2020 Q4	$1.47M	Sell	64,717 -45	-0.1%	-$891	0.01%	638
2020 Q3	$981K	Sell	64,762 -9,159	-12%	-$154K	0.01%	671
2020 Q2	$1.39M	Buy	73,921 +1,229	+2%	+$21.8K	0.02%	601
2020 Q1	$1.3M	Buy	72,692 +14,488	+25%	+$383K	0.02%	568
2019 Q4	$1.8M	Buy	58,204 +18,781	+48%	+$553K	0.02%	567
2019 Q3	$1.1M	Buy	39,423 +4,659	+13%	+$131K	0.01%	605
2019 Q2	$978K	Buy	34,764 +1,040	+3%	+$28.8K	0.01%	647
2019 Q1	$884K	Buy	33,724 +1,370	+4%	+$37.6K	0.01%	686
2018 Q4	$815K	Sell	32,354 -19,474	-38%	-$537K	0.01%	642
2018 Q3	$1.6M	Buy	51,828 +21,335	+70%	+$712K	0.02%	563
2018 Q2	$1.05M	Buy	30,493 +1,120	+4%	+$38.2K	0.02%	653
2018 Q1	$981K	Buy	29,373 +15,563	+113%	+$544K	0.02%	640
2017 Q4	$484K	Buy	+13,810	New	+$473K	0.01%	761

Other funds holding PGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's PGC Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Peapack-Gladstone Financial (PGC) stake by 10% in Q1 2026, buying an estimated $142K and bringing the position to 46,497 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #622.

Jacobs Levy Equity Management first reported a position in PGC in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.3M in Q4 2021. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Jacobs Levy Equity Management held 46,497 shares of Peapack-Gladstone Financial worth $1.64M as of Q1 2026.
Jacobs Levy Equity Management bought 4,375 Peapack-Gladstone Financial shares in Q1 2026, an estimated $142K.
Peapack-Gladstone Financial made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #622 holding.
Jacobs Levy Equity Management first reported a position in Peapack-Gladstone Financial in Q4 2017 and has held it in 34 quarters since.
Jacobs Levy Equity Management's Peapack-Gladstone Financial position peaked at $2.3M in Q4 2021.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.