Nisa Investment Advisors
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Nisa Investment Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Nisa Investment Advisors’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 		$127K Buy
2,693
+246
+10% +$10.4K ﹤0.01% 1436
2026
Q1 		$86.2K Hold
2,447
– – ﹤0.01% 1479
2025
Q4 		$68.1K Buy
2,447
+267
+12% +$7.28K ﹤0.01% 1548
2025
Q3 		$60.2K Sell
2,180
-9
-0.4% -$253 ﹤0.01% 1582
2025
Q2 		$61.8K Buy
2,189
+9
+0.4% +$247 ﹤0.01% 1541
2025
Q1 		$61.9K Hold
2,180
– – ﹤0.01% 1536
2024
Q4 		$69.9K Hold
2,180
– – ﹤0.01% 1578
2024
Q3 		$59.8K Hold
2,180
– – ﹤0.01% 1598
2024
Q2 		$49.4K Sell
2,180
-8
-0.4% -$181 ﹤0.01% 1672
2024
Q1 		$53.2K Sell
2,188
-7
-0.3% -$179 ﹤0.01% 1636
2023
Q4 		$65.5K Hold
2,195
– – ﹤0.01% 1563
2023
Q3 		$56.3K Buy
2,195
+8
+0.4% +$221 ﹤0.01% 1688
2023
Q2 		$59.2K Sell
2,187
-6
-0.3% -$164 ﹤0.01% 1694
2023
Q1 		$65K Sell
2,193
-57
-3% -$2.02K ﹤0.01% 1633
2022
Q4 		$84K Hold
2,250
– – ﹤0.01% 1613
2022
Q3 		$89K Hold
2,250
– – ﹤0.01% 1544
2022
Q2 		$67K Hold
2,250
– – ﹤0.01% 1632
2022
Q1 		$78K Sell
2,250
-1,000
-31% -$36.8K ﹤0.01% 1710
2021
Q4 		$120K Hold
3,250
– – ﹤0.01% 1447
2021
Q3 		$108 Hold
3,250
– – ﹤0.01% 1663
2021
Q2 		$101 Hold
3,250
– – ﹤0.01% 1688
2021
Q1 		$100 Hold
3,250
– – ﹤0.01% 1743
2020
Q4 		$74K Buy
3,250
+1,000
+44% +$19.8K ﹤0.01% 1863
2020
Q3 		$34K Buy
+2,250
New +$37.7K ﹤0.01% 1957

Other funds holding PGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Nisa Investment Advisors's PGC Position: Q2 2026 in Review

Nisa Investment Advisors increased its Peapack-Gladstone Financial (PGC) stake by 10% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,693 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Nisa Investment Advisors first reported a position in PGC in Q3 2020 and has held it in 24 quarters since. 59 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Nisa Investment Advisors held 2,693 shares of Peapack-Gladstone Financial worth $127K as of Q2 2026.
  • Nisa Investment Advisors bought 246 Peapack-Gladstone Financial shares in Q2 2026, an estimated $10.4K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1436 holding.
  • Nisa Investment Advisors first reported a position in Peapack-Gladstone Financial in Q3 2020 and has held it in 24 quarters since.
  • 59 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.