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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Peapack-Gladstone Financial Corp's LPLA Position: Q4 2025 in Review

Peapack-Gladstone Financial Corp sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 624 shares — an estimated $208K sold.

Peapack-Gladstone Financial Corp first reported a position in LPLA in Q2 2025 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Peapack-Gladstone Financial Corp reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 624 LPL Financial shares in Q4 2025, an estimated $208K.
  • Peapack-Gladstone Financial Corp first reported a position in LPL Financial in Q2 2025 and held it in 2 quarters.
  • Peapack-Gladstone Financial Corp's LPL Financial position peaked at $211K in Q2 2025.
  • 825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2025, filed 10 Feb 2026.