Morgan Stanley
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Morgan Stanley’s Peapack-Gladstone Financial PGC Stock Holding History

Morgan Stanley’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 		$2.22M Sell
62,981
-62,367
-50% -$2.03M ﹤0.01% 4702
2025
Q4 		$3.49M Buy
125,348
+46,825
+60% +$1.28M ﹤0.01% 4438
2025
Q3 		$2.17M Sell
78,523
-57,496
-42% -$1.61M ﹤0.01% 4728
2025
Q2 		$3.84M Buy
136,019
+30,854
+29% +$847K ﹤0.01% 4271
2025
Q1 		$2.99M Buy
105,165
+31,493
+43% +$989K ﹤0.01% 4325
2024
Q4 		$2.36M Sell
73,672
-2,526
-3% -$83.7K ﹤0.01% 4588
2024
Q3 		$2.09M Sell
76,198
-31,960
-30% -$838K ﹤0.01% 4616
2024
Q2 		$2.45M Buy
108,158
+47,251
+78% +$1.07M ﹤0.01% 4422
2024
Q1 		$1.48M Sell
60,907
-76,839
-56% -$1.96M ﹤0.01% 4744
2023
Q4 		$4.11M Buy
137,746
+99,552
+261% +$2.59M ﹤0.01% 4492
2023
Q3 		$980K Buy
38,194
+1,769
+5% +$48.9K ﹤0.01% 4812
2023
Q2 		$986K Sell
36,425
-2,370
-6% -$64.8K ﹤0.01% 4842
2023
Q1 		$1.15M Sell
38,795
-2,298
-6% -$81.4K ﹤0.01% 4778
2022
Q4 		$1.53M Buy
41,093
+8,970
+28% +$342K ﹤0.01% 4628
2022
Q3 		$1.08M Buy
32,123
+9,408
+41% +$309K ﹤0.01% 4836
2022
Q2 		$674K Buy
22,715
+2,297
+11% +$73.5K ﹤0.01% 5264
2022
Q1 		$709K Buy
20,418
+4,093
+25% +$151K ﹤0.01% 5198
2021
Q4 		$577K Buy
16,325
+3,503
+27% +$120K ﹤0.01% 5457
2021
Q3 		$428K Buy
12,822
+8,142
+174% +$262K ﹤0.01% 5590
2021
Q2 		$146K Buy
4,680
+1,762
+60% +$56.8K ﹤0.01% 6174
2021
Q1 		$90K Sell
2,918
-43,376
-94% -$1.19M ﹤0.01% 6076
2020
Q4 		$1.05M Buy
46,294
+10,453
+29% +$207K ﹤0.01% 4636
2020
Q3 		$543K Buy
35,841
+521
+1% +$8.73K ﹤0.01% 4605
2020
Q2 		$661K Buy
35,320
+8,214
+30% +$145K ﹤0.01% 4455
2020
Q1 		$486K Sell
27,106
-50,544
-65% -$1.34M ﹤0.01% 4388
2019
Q4 		$2.4M Buy
77,650
+71,512
+1,165% +$2.1M ﹤0.01% 3893
2019
Q3 		$172K Buy
6,138
+3,558
+138% +$99.8K ﹤0.01% 5214
2019
Q2 		$72K Sell
2,580
-10,001
-79% -$277K ﹤0.01% 5460
2019
Q1 		$330K Sell
12,581
-28,347
-69% -$778K ﹤0.01% 4794
2018
Q4 		$1.03M Sell
40,928
-22,772
-36% -$628K ﹤0.01% 4254
2018
Q3 		$1.97M Sell
63,700
-1,969
-3% -$65.7K ﹤0.01% 4011
2018
Q2 		$2.27M Sell
65,669
-34,346
-34% -$1.17M ﹤0.01% 3947
2018
Q1 		$3.34M Buy
100,015
+8,442
+9% +$295K ﹤0.01% 3485
2017
Q4 		$3.21M Buy
91,573
+12,641
+16% +$433K ﹤0.01% 3564
2017
Q3 		$2.66M Sell
78,932
-7,256
-8% -$228K ﹤0.01% 3599
2017
Q2 		$2.7M Buy
86,188
+35,764
+71% +$1.1M ﹤0.01% 3509
2017
Q1 		$1.49M Sell
50,424
-26,610
-35% -$821K ﹤0.01% 4060
2016
Q4 		$2.38M Buy
77,034
+48,063
+166% +$1.24M ﹤0.01% 3776
2016
Q3 		$650K Buy
28,971
+11,273
+64% +$229K ﹤0.01% 4351
2016
Q2 		$327K Buy
17,698
+2,595
+17% +$47.7K ﹤0.01% 4675
2016
Q1 		$255K Buy
15,103
+643
+4% +$11.7K ﹤0.01% 4841
2015
Q4 		$298K Buy
14,460
+12,211
+543% +$267K ﹤0.01% 4879
2015
Q3 		$47K Sell
2,249
-924
-29% -$19.9K ﹤0.01% 5757
2015
Q2 		$70K Buy
3,173
+2,170
+216% +$45.6K ﹤0.01% 5744
2015
Q1 		$21K Sell
1,003
-26,157
-96% -$510K ﹤0.01% 6034
2014
Q4 		$504K Buy
27,160
+24,649
+982% +$446K ﹤0.01% 4655
2014
Q3 		$43K Buy
2,511
+1,854
+282% +$35.1K ﹤0.01% 5778
2014
Q2 		$14K Sell
657
-3,897
-86% -$76.7K ﹤0.01% 6108
2014
Q1 		$99K Sell
4,554
-4,828
-51% -$92.7K ﹤0.01% 5451
2013
Q4 		$180K Buy
+9,382
New +$171K ﹤0.01% 5076

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

Morgan Stanley's PGC Position: Q1 2026 in Review

Morgan Stanley reduced its Peapack-Gladstone Financial (PGC) stake by 50% in Q1 2026, selling an estimated $2.03M and leaving 62,981 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4702.

Morgan Stanley first reported a position in PGC in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.11M in Q4 2023. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Morgan Stanley held 62,981 shares of Peapack-Gladstone Financial worth $2.22M as of Q1 2026.
  • Morgan Stanley sold 62,367 Peapack-Gladstone Financial shares in Q1 2026, an estimated $2.03M.
  • Peapack-Gladstone Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4702 holding.
  • Morgan Stanley first reported a position in Peapack-Gladstone Financial in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Peapack-Gladstone Financial position peaked at $4.11M in Q4 2023.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.