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Oppenheimer & Close’s Peapack-Gladstone Financial PGC Stock Holding History

Oppenheimer & Close’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 		$4.4M Buy
124,936
+85,686
+218% +$2.79M 2.77% 19
2025
Q4 		$1.09M Hold
39,250
– – 0.75% 35
2025
Q3 		$1.08M Buy
+39,250
New +$1.1M 0.73% 35

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

Oppenheimer & Close's PGC Position: Q1 2026 in Review

Oppenheimer & Close increased its Peapack-Gladstone Financial (PGC) stake by 218% in Q1 2026, buying an estimated $2.79M and bringing the position to 124,936 shares worth $4.4M. The position accounts for 2.77% of the portfolio, ranked #19.

Oppenheimer & Close first reported a position in PGC in Q3 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Oppenheimer & Close held 124,936 shares of Peapack-Gladstone Financial worth $4.4M as of Q1 2026.
  • Oppenheimer & Close bought 85,686 Peapack-Gladstone Financial shares in Q1 2026, an estimated $2.79M.
  • Peapack-Gladstone Financial made up 2.77% of Oppenheimer & Close's portfolio in Q1 2026, its #19 holding.
  • Oppenheimer & Close first reported a position in Peapack-Gladstone Financial in Q3 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Oppenheimer & Close's 13F filing for Q1 2026, filed 12 May 2026.