LPL Financial
PGC icon

LPL Financial’s Peapack-Gladstone Financial PGC Stock Holding History

LPL Financial’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 		$1.11M Buy
31,661
+2,386
+8% +$77.6K ﹤0.01% 4100
2025
Q4 		$815K Buy
29,275
+6,007
+26% +$164K ﹤0.01% 4270
2025
Q3 		$642K Buy
23,268
+5,406
+30% +$152K ﹤0.01% 4419
2025
Q2 		$505K Sell
17,862
-495
-3% -$13.6K ﹤0.01% 4390
2025
Q1 		$521K Buy
18,357
+3,705
+25% +$116K ﹤0.01% 4137
2024
Q4 		$470K Buy
14,652
+2,304
+19% +$76.4K ﹤0.01% 4156
2024
Q3 		$338K Buy
+12,348
New +$324K ﹤0.01% 4330

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

LPL Financial's PGC Position: Q1 2026 in Review

LPL Financial increased its Peapack-Gladstone Financial (PGC) stake by 8.2% in Q1 2026, buying an estimated $77.6K and bringing the position to 31,661 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4100.

LPL Financial first reported a position in PGC in Q3 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • LPL Financial held 31,661 shares of Peapack-Gladstone Financial worth $1.11M as of Q1 2026.
  • LPL Financial bought 2,386 Peapack-Gladstone Financial shares in Q1 2026, an estimated $77.6K.
  • Peapack-Gladstone Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4100 holding.
  • LPL Financial first reported a position in Peapack-Gladstone Financial in Q3 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.