MFG
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Merit Financial Group’s Peapack-Gladstone Financial PGC Stock Holding History

Merit Financial Group’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 		$303K Buy
6,392
+151
+2% +$6.38K ﹤0.01% 1806
2026
Q1 		$220K Buy
+6,241
New +$203K ﹤0.01% 1861
2025
Q4 		– Sell
-8,199
Closed -$226K – 2007
2025
Q3 		$226K Buy
+8,199
New +$230K ﹤0.01% 1597
2025
Q1 		– Sell
-9,414
Closed -$302K – 1430
2024
Q4 		$302K Sell
9,414
-1,341
-12% -$44.5K 0.01% 924
2024
Q3 		$295K Sell
10,755
-303
-3% -$7.95K 0.01% 677
2024
Q2 		$250K Sell
11,058
-119
-1% -$2.7K 0.01% 777
2024
Q1 		$261K Buy
+11,177
New +$286K 0.01% 757

Other funds holding PGC

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Merit Financial Group's PGC Position: Q2 2026 in Review

Merit Financial Group increased its Peapack-Gladstone Financial (PGC) stake by 2.4% in Q2 2026, buying an estimated $6.38K and bringing the position to 6,392 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Merit Financial Group first reported a position in PGC in Q1 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Merit Financial Group held 6,392 shares of Peapack-Gladstone Financial worth $303K as of Q2 2026.
  • Merit Financial Group bought 151 Peapack-Gladstone Financial shares in Q2 2026, an estimated $6.38K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1806 holding.
  • Merit Financial Group first reported a position in Peapack-Gladstone Financial in Q1 2024 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.