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Larson Financial Group’s Peapack-Gladstone Financial PGC Stock Holding History

Larson Financial Group’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 		$15.7K Hold
446
– – ﹤0.01% 1978
2025
Q4 		$12.4K Sell
446
-39
-8% -$1.06K ﹤0.01% 1994
2025
Q3 		$13.4K Buy
+485
New +$13.6K ﹤0.01% 1866

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

Larson Financial Group's PGC Position: Q1 2026 in Review

Larson Financial Group held its Peapack-Gladstone Financial (PGC) position steady in Q1 2026 at 446 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Larson Financial Group first reported a position in PGC in Q3 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Larson Financial Group held 446 shares of Peapack-Gladstone Financial worth $15.7K as of Q1 2026.
  • Larson Financial Group left its Peapack-Gladstone Financial share count unchanged in Q1 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1978 holding.
  • Larson Financial Group first reported a position in Peapack-Gladstone Financial in Q3 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.