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Peapack-Gladstone Financial Corp’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8M Buy
110,571
+11,396
+11% +$1.36M 0.16% 147
2026
Q1 		$11M Buy
99,175
+26,510
+36% +$2.92M 0.14% 155
2025
Q4 		$7.41M Buy
72,665
+27,897
+62% +$2.79M 0.09% 191
2025
Q3 		$4.46M Buy
44,768
+11,897
+36% +$1.15M 0.06% 249
2025
Q2 		$3M Buy
32,871
+26,576
+422% +$2.29M 0.04% 285
2025
Q1 		$549K Buy
+6,295
New +$591K 0.01% 468

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q2 2026, buying an estimated $1.36M and bringing the position to 110,571 shares worth $13.8M. The position accounts for 0.16% of the portfolio, ranked #147.

Peapack-Gladstone Financial Corp first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 110,571 shares of Avantis US Small Cap Value ETF worth $13.8M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 11,396 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.36M.
  • Avantis US Small Cap Value ETF made up 0.16% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #147 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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