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Peapack-Gladstone Financial Corp’s LPL Financial LPLA Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+710
New +$213K ﹤0.01% 665
2025
Q4 		– Sell
-624
Closed -$208K – 678
2025
Q3 		$208K Buy
624
+60
+11% +$21.7K ﹤0.01% 651
2025
Q2 		$211K Buy
+564
New +$198K ﹤0.01% 633

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp opened a new position in LPL Financial (LPLA) in Q2 2026: 710 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Peapack-Gladstone Financial Corp previously reported a position in LPLA as recently as Q3 2025.

Peapack-Gladstone Financial Corp first reported a position in LPLA in Q2 2025 and has held it in 3 quarters since. The position peaked at $211K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 710 shares of LPL Financial worth $200K as of Q2 2026.
  • LPL Financial was a new Peapack-Gladstone Financial Corp position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #665 holding.
  • Peapack-Gladstone Financial Corp first reported a position in LPL Financial in Q2 2025 and has held it in 3 quarters since.
  • Peapack-Gladstone Financial Corp's LPL Financial position peaked at $211K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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