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Occudo Quantitative Strategies’s Peapack-Gladstone Financial PGC Stock Holding History

Occudo Quantitative Strategies’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 		$451K Sell
10,806
-3,058
-22% -$99.4K 0.02% 518
2025
Q4 		$386K Buy
13,864
+2,617
+23% +$71.3K 0.03% 443
2025
Q3 		$310K Buy
11,247
+2,585
+30% +$72.5K 0.04% 478
2025
Q2 		$245K Sell
8,662
-3,745
-30% -$103K 0.03% 506
2025
Q1 		$353K Buy
12,407
+3,083
+33% +$96.8K 0.05% 442
2024
Q4 		$299K Buy
+9,324
New +$309K 0.05% 451
2024
Q3 		– Sell
-9,915
Closed -$225K – 953
2024
Q2 		$225K Buy
+9,915
New +$225K 0.04% 557

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

Occudo Quantitative Strategies's PGC Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Peapack-Gladstone Financial (PGC) stake by 22% in Q1 2026, selling an estimated $99.4K and leaving 10,806 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #518.

Occudo Quantitative Strategies first reported a position in PGC in Q2 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Occudo Quantitative Strategies held 10,806 shares of Peapack-Gladstone Financial worth $451K as of Q1 2026.
  • Occudo Quantitative Strategies sold 3,058 Peapack-Gladstone Financial shares in Q1 2026, an estimated $99.4K.
  • Peapack-Gladstone Financial made up 0.02% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #518 holding.
  • Occudo Quantitative Strategies first reported a position in Peapack-Gladstone Financial in Q2 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.