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Loring Wolcott & Coolidge Fiduciary Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$28.4K Sell
600
-240
-29% -$10.1K ﹤0.01% 472
2026
Q1 		$32.2K Buy
+840
New +$27.3K ﹤0.01% 454

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PGC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Peapack-Gladstone Financial (PGC) stake by 29% in Q2 2026, selling an estimated $10.1K and leaving 600 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PGC in Q1 2026 and has held it in 2 quarters since. The position peaked at $32.2K in Q1 2026. 91 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 600 shares of Peapack-Gladstone Financial worth $28.4K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 240 Peapack-Gladstone Financial shares in Q2 2026, an estimated $10.1K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #472 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Peapack-Gladstone Financial in Q1 2026 and has held it in 2 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Peapack-Gladstone Financial position peaked at $32.2K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.