Osaic Holdings
PGC icon

Osaic Holdings’s Peapack-Gladstone Financial PGC Stock Holding History

Osaic Holdings’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 		$559K Buy
11,807
+3,152
+36% +$133K ﹤0.01% 3572
2026
Q1 		$305K Sell
8,655
-3,644
-30% -$119K ﹤0.01% 3804
2025
Q4 		$343K Buy
12,299
+780
+7% +$21.3K ﹤0.01% 3674
2025
Q3 		$319K Buy
11,519
+7,804
+210% +$219K ﹤0.01% 3802
2025
Q2 		$105K Buy
3,715
+6
+0.2% +$165 ﹤0.01% 4467
2025
Q1 		$105K Buy
3,709
+3,074
+484% +$96.6K ﹤0.01% 4125
2024
Q4 		$20.4K Hold
635
– – ﹤0.01% 5330
2024
Q3 		$17.4K Hold
635
– – ﹤0.01% 5466
2024
Q2 		$14.4K Sell
635
-1,197
-65% -$27.1K ﹤0.01% 5553
2024
Q1 		$44.6K Buy
1,832
+118
+7% +$3.02K ﹤0.01% 4832
2023
Q4 		$51.1K Buy
1,714
+1
+0.1% +$26 ﹤0.01% 4893
2023
Q3 		$43.9K Buy
1,713
+2
+0.1% +$55 ﹤0.01% 5079
2023
Q2 		$46.3K Buy
1,711
+2
+0.1% +$55 ﹤0.01% 4990
2023
Q1 		$50.6K Buy
1,709
+1,006
+143% +$35.6K ﹤0.01% 4944
2022
Q4 		$26K Hold
703
– – ﹤0.01% 5394
2022
Q3 		$24K Hold
703
– – ﹤0.01% 5449
2022
Q2 		$21K Hold
703
– – ﹤0.01% 5581
2022
Q1 		$24K Sell
703
-2
-0.3% -$74 ﹤0.01% 5582
2021
Q4 		$25K Hold
705
– – ﹤0.01% 5645
2021
Q3 		$24K Hold
705
– – ﹤0.01% 5645
2021
Q2 		$22K Buy
705
+10
+1% +$323 ﹤0.01% 5603
2021
Q1 		$21K Hold
695
– – ﹤0.01% 5438
2020
Q4 		$16K Hold
695
– – ﹤0.01% 5291
2020
Q3 		$11K Hold
695
– – ﹤0.01% 5224
2020
Q2 		$13K Sell
695
-100
-13% -$1.77K ﹤0.01% 5048
2020
Q1 		$14K Buy
+795
New +$21K ﹤0.01% 4834

Other funds holding PGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Osaic Holdings's PGC Position: Q2 2026 in Review

Osaic Holdings increased its Peapack-Gladstone Financial (PGC) stake by 36% in Q2 2026, buying an estimated $133K and bringing the position to 11,807 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Osaic Holdings first reported a position in PGC in Q1 2020 and has held it in 26 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Osaic Holdings held 11,807 shares of Peapack-Gladstone Financial worth $559K as of Q2 2026.
  • Osaic Holdings bought 3,152 Peapack-Gladstone Financial shares in Q2 2026, an estimated $133K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3572 holding.
  • Osaic Holdings first reported a position in Peapack-Gladstone Financial in Q1 2020 and has held it in 26 quarters since.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.