MCM
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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
Q2 		– Sell
-65
Closed -$2.29K – 3973
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

MAI Capital Management's PGC Position: Q2 2026 in Review

MAI Capital Management sold out of Peapack-Gladstone Financial (PGC) in Q2 2026, closing a stake of 65 shares — an estimated $2.29K sold.

MAI Capital Management first reported a position in PGC in Q2 2025 and held it in 4 quarters. The position peaked at $2.29K in Q1 2026. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • MAI Capital Management reported no remaining Peapack-Gladstone Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 65 Peapack-Gladstone Financial shares in Q2 2026, an estimated $2.29K.
  • MAI Capital Management first reported a position in Peapack-Gladstone Financial in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Peapack-Gladstone Financial position peaked at $2.29K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.