PGFC
IMTM icon

Peapack-Gladstone Financial Corp’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7M Buy
369,827
+134,899
+57% +$7.04M 0.23% 108
2026
Q1 		$11.3M Buy
234,928
+21,588
+10% +$1.08M 0.14% 150
2025
Q4 		$10.2M Buy
213,340
+7,747
+4% +$371K 0.13% 158
2025
Q3 		$9.84M Buy
205,593
+18,484
+10% +$855K 0.13% 155
2025
Q2 		$8.55M Buy
187,109
+133,792
+251% +$5.72M 0.12% 165
2025
Q1 		$2.13M Buy
+53,317
New +$2.11M 0.03% 327

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 57% in Q2 2026, buying an estimated $7.04M and bringing the position to 369,827 shares worth $19.7M. The position accounts for 0.23% of the portfolio, ranked #108.

Peapack-Gladstone Financial Corp first reported a position in IMTM in Q1 2025 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 369,827 shares of iShares MSCI Intl Momentum Factor ETF worth $19.7M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 134,899 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $7.04M.
  • iShares MSCI Intl Momentum Factor ETF made up 0.23% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #108 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

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