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Peapack-Gladstone Financial Corp’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.93M Buy
36,435
+7,289
+25% +$572K 0.03% 309
2026
Q1 		$2.16M Buy
29,146
+10,093
+53% +$758K 0.03% 328
2025
Q4 		$1.36M Buy
19,053
+4,949
+35% +$343K 0.02% 375
2025
Q3 		$972K Buy
14,104
+3,785
+37% +$257K 0.01% 409
2025
Q2 		$675K Buy
+10,319
New +$635K 0.01% 441

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Peapack-Gladstone Financial Corp's AVMV Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Avantis US Mid Cap Value ETF (AVMV) stake by 25% in Q2 2026, buying an estimated $572K and bringing the position to 36,435 shares worth $2.93M. The position accounts for 0.03% of the portfolio, ranked #309.

Peapack-Gladstone Financial Corp first reported a position in AVMV in Q2 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 36,435 shares of Avantis US Mid Cap Value ETF worth $2.93M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 7,289 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $572K.
  • Avantis US Mid Cap Value ETF made up 0.03% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #309 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Avantis US Mid Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.