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MAI Capital Management’s Peapack-Gladstone Financial PGC Stock Holding History

MAI Capital 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 		$2.29K Buy
65
+4
+7% +$130 ﹤0.01% 3869
2025
Q4 		$1.7K Buy
61
+15
+33% +$409 ﹤0.01% 3462
2025
Q3 		$1.27K Sell
46
-6
-12% -$168 ﹤0.01% 3436
2025
Q2 		$1.47K Buy
+52
New +$1.43K ﹤0.01% 3509

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

MAI Capital Management's PGC Position: Q1 2026 in Review

MAI Capital Management increased its Peapack-Gladstone Financial (PGC) stake by 6.6% in Q1 2026, buying an estimated $130 and bringing the position to 65 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

MAI Capital Management first reported a position in PGC in Q2 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • MAI Capital Management held 65 shares of Peapack-Gladstone Financial worth $2.29K as of Q1 2026.
  • MAI Capital Management bought 4 Peapack-Gladstone Financial shares in Q1 2026, an estimated $130.
  • Peapack-Gladstone Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3869 holding.
  • MAI Capital Management first reported a position in Peapack-Gladstone Financial in Q2 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.