Peapack-Gladstone Financial Corp’s Factset FDS Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-506	Closed	-$226K	–	687
2025 Q2	$226K	Buy	+506	New	+$222K	﹤0.01%	611
2024 Q4	–	Sell	-660	Closed	-$304K	–	702
2024 Q3	$304K	Sell	660 -118	-15%	-$50.1K	﹤0.01%	570
2024 Q2	$318K	Buy	778 +5	+0.6%	+$2.13K	﹤0.01%	549
2024 Q1	$351K	Buy	773 +42	+6%	+$19.6K	0.01%	543
2023 Q4	$349K	Buy	731 +121	+20%	+$54.5K	0.01%	546
2023 Q3	$267K	Buy	610 +71	+13%	+$30.2K	﹤0.01%	573
2023 Q2	$216K	Sell	539 -5	-0.9%	-$2.02K	﹤0.01%	635
2023 Q1	$251K	Hold	544	–	–	﹤0.01%	593
2022 Q4	$218K	Sell	544 -6	-1%	-$2.56K	﹤0.01%	602
2022 Q3	$220K	Buy	+550	New	+$233K	﹤0.01%	607

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Peapack-Gladstone Financial Corp's FDS Position: Q3 2025 in Review

Peapack-Gladstone Financial Corp sold out of Factset (FDS) in Q3 2025, closing a stake of 506 shares — an estimated $226K sold.

Peapack-Gladstone Financial Corp first reported a position in FDS in Q3 2022 and held it in 10 quarters. The position peaked at $351K in Q1 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Peapack-Gladstone Financial Corp reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 506 Factset shares in Q3 2025, an estimated $226K.
Peapack-Gladstone Financial Corp first reported a position in Factset in Q3 2022 and held it in 10 quarters.
Peapack-Gladstone Financial Corp's Factset position peaked at $351K in Q1 2024.
772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q3 2025, filed 14 Nov 2025.