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Peapack-Gladstone Financial Corp’s Morgan Stanley MS Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.2M Buy
207,789
+1,319
+0.6% +$228K 0.44% 61
2025
Q4 		$36.7M Sell
206,470
-15,766
-7% -$2.63M 0.46% 59
2025
Q3 		$35.3M Buy
222,236
+24,365
+12% +$3.6M 0.46% 60
2025
Q2 		$27.9M Buy
197,871
+1,350
+0.7% +$166K 0.39% 74
2025
Q1 		$22.9M Buy
196,521
+25,864
+15% +$3.33M 0.34% 83
2024
Q4 		$21.5M Sell
170,657
-2,745
-2% -$338K 0.31% 86
2024
Q3 		$18.1M Sell
173,402
-1,823
-1% -$184K 0.26% 100
2024
Q2 		$17M Buy
175,225
+1,225
+0.7% +$117K 0.26% 100
2024
Q1 		$16.4M Buy
174,000
+21,119
+14% +$1.86M 0.26% 103
2023
Q4 		$14.3M Buy
152,881
+3,463
+2% +$277K 0.24% 109
2023
Q3 		$12.2M Buy
149,418
+7,357
+5% +$639K 0.23% 118
2023
Q2 		$12.1M Buy
142,061
+8,919
+7% +$763K 0.22% 121
2023
Q1 		$11.7M Buy
133,142
+39
+0% +$3.64K 0.22% 120
2022
Q4 		$11.3M Sell
133,103
-11,804
-8% -$1.01M 0.22% 120
2022
Q3 		$11.4M Sell
144,907
-2,041
-1% -$172K 0.23% 107
2022
Q2 		$11.2M Sell
146,948
-15,835
-10% -$1.3M 0.26% 98
2022
Q1 		$14.2M Sell
162,783
-1,009
-0.6% -$97.3K 0.28% 95
2021
Q4 		$16.1M Buy
163,792
+4,476
+3% +$446K 0.3% 90
2021
Q3 		$15.5M Buy
159,316
+1,227
+0.8% +$122K 0.32% 86
2021
Q2 		$14.5M Buy
158,089
+738
+0.5% +$63.3K 0.35% 84
2021
Q1 		$12.2M Buy
157,351
+17,327
+12% +$1.33M 0.32% 94
2020
Q4 		$9.6M Sell
140,024
-743
-0.5% -$42.6K 0.29% 96
2020
Q3 		$6.81M Buy
140,767
+185
+0.1% +$9.32K 0.25% 102
2020
Q2 		$6.79M Buy
140,582
+771
+0.6% +$32.4K 0.27% 97
2020
Q1 		$4.75M Sell
139,811
-475
-0.3% -$22.4K 0.22% 106
2019
Q4 		$7.17M Buy
140,286
+100
+0.1% +$4.73K 0.29% 90
2019
Q3 		$5.98M Sell
140,186
-3,381
-2% -$144K 0.26% 99
2019
Q2 		$6.29M Sell
143,567
-3,575
-2% -$159K 0.27% 94
2019
Q1 		$6.21M Sell
147,142
-2,119
-1% -$89.2K 0.28% 93
2018
Q4 		$5.92M Sell
149,261
-372
-0.2% -$16.2K 0.3% 87
2018
Q3 		$6.97M Buy
149,633
+1,612
+1% +$78.7K 0.34% 86
2018
Q2 		$7.02M Buy
148,021
+6,914
+5% +$361K 0.37% 83
2018
Q1 		$7.61M Buy
141,107
+2,450
+2% +$136K 0.41% 81
2017
Q4 		$7.28M Sell
138,657
-485
-0.3% -$24.5K 0.39% 84
2017
Q3 		$6.7M Buy
139,142
+150
+0.1% +$6.96K 0.38% 85
2017
Q2 		$6.19M Sell
138,992
-88
-0.1% -$3.79K 0.37% 86
2017
Q1 		$5.96M Buy
139,080
+118
+0.1% +$5.24K 0.37% 85
2016
Q4 		$5.87M Sell
138,962
-1,649
-1% -$62.4K 0.38% 82
2016
Q3 		$4.51M Buy
140,611
+350
+0.2% +$10.4K 0.3% 92
2016
Q2 		$3.64M Sell
140,261
-5,126
-4% -$134K 0.25% 100
2016
Q1 		$3.64M Buy
145,387
+3,676
+3% +$93.8K 0.26% 99
2015
Q4 		$4.51M Buy
141,711
+255
+0.2% +$8.47K 0.32% 96
2015
Q3 		$4.46M Buy
141,456
+75
+0.1% +$2.73K 0.33% 90
2015
Q2 		$5.48M Buy
141,381
+1,236
+0.9% +$47K 0.38% 80
2015
Q1 		$5M Buy
140,145
+1,563
+1% +$56.1K 0.35% 84
2014
Q4 		$5.38M Buy
138,582
+3,302
+2% +$117K 0.38% 80
2014
Q3 		$4.68M Sell
135,280
-400
-0.3% -$13.3K 0.35% 85
2014
Q2 		$4.39M Hold
135,680
– – 0.33% 85
2014
Q1 		$4.23M Buy
135,680
+5,900
+5% +$182K 0.33% 87
2013
Q4 		$4.07M Buy
129,780
+55,450
+75% +$1.65M 0.33% 88
2013
Q3 		$2M Buy
74,330
+40,000
+117% +$1.07M 0.18% 117
2013
Q2 		$839K Buy
+34,330
New +$814K 0.08% 149

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peapack-Gladstone Financial Corp's MS Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its Morgan Stanley (MS) stake by 0.64% in Q1 2026, buying an estimated $228K and bringing the position to 207,789 shares worth $34.2M. The position accounts for 0.44% of the portfolio, ranked #61.

Peapack-Gladstone Financial Corp first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.7M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 207,789 shares of Morgan Stanley worth $34.2M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 1,319 Morgan Stanley shares in Q1 2026, an estimated $228K.
  • Morgan Stanley made up 0.44% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #61 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Peapack-Gladstone Financial Corp's Morgan Stanley position peaked at $36.7M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.