Lindbrook Capital’s Peapack-Gladstone Financial PGC Stock Holding History

Lindbrook Capital’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
2025 Q1	$7.72K	Hold	272	–	–	﹤0.01%	1768
2024 Q4	$8.72K	Hold	272	–	–	﹤0.01%	1719
2024 Q3	$7.46K	Sell	272 -127	-32%	-$3.33K	﹤0.01%	1825
2024 Q2	$9.04K	Sell	399 -84	-17%	-$1.9K	﹤0.01%	1677
2024 Q1	$11.8K	Sell	483 -40	-8%	-$1.02K	﹤0.01%	1481
2023 Q4	$15.6K	Buy	+523	New	+$13.6K	﹤0.01%	1318
2023 Q2	–	Sell	-57	Closed	-$1.69K	–	2825
2023 Q1	$1.69K	Sell	57 -17	-23%	-$602	﹤0.01%	2312
2022 Q4	$2.75K	Buy	74 +49	+196%	+$1.87K	﹤0.01%	2096
2022 Q3	$1K	Sell	25 -75	-75%	-$2.47K	﹤0.01%	2450
2022 Q2	$3K	Sell	100 -9	-8%	-$288	﹤0.01%	1825
2022 Q1	$4K	Buy	+109	New	+$4.01K	﹤0.01%	1730

Other funds holding PGC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Lindbrook Capital's PGC Position: Q1 2025 in Review

Lindbrook Capital held its Peapack-Gladstone Financial (PGC) position steady in Q1 2025 at 272 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Lindbrook Capital first reported a position in PGC in Q1 2022 and has held it in 11 quarters since. The position peaked at $15.6K in Q4 2023. 140 funds tracked by Wall St. Rank hold PGC as of Q1 2025.

Lindbrook Capital held 272 shares of Peapack-Gladstone Financial worth $7.72K as of Q1 2025.
Lindbrook Capital left its Peapack-Gladstone Financial share count unchanged in Q1 2025.
Peapack-Gladstone Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1768 holding.
Lindbrook Capital first reported a position in Peapack-Gladstone Financial in Q1 2022 and has held it in 11 quarters since.
Lindbrook Capital's Peapack-Gladstone Financial position peaked at $15.6K in Q4 2023.
140 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.