PGFC
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Peapack-Gladstone Financial Corp’s Pultegroup PHM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Sell
3,327
-423
-11% -$51.4K 0.01% 523
2026
Q1 		$441K Buy
3,750
+12
+0.3% +$1.54K 0.01% 521
2025
Q4 		$438K Buy
3,738
+7
+0.2% +$859 0.01% 520
2025
Q3 		$493K Buy
3,731
+195
+6% +$24.2K 0.01% 509
2025
Q2 		$373K Hold
3,536
– – 0.01% 523
2025
Q1 		$364K Hold
3,536
– – 0.01% 525
2024
Q4 		$385K Sell
3,536
-1,800
-34% -$234K 0.01% 519
2024
Q3 		$766K Buy
5,336
+1,800
+51% +$229K 0.01% 427
2024
Q2 		$389K Sell
3,536
-1,800
-34% -$204K 0.01% 513
2024
Q1 		$644K Buy
5,336
+1,800
+51% +$193K 0.01% 448
2023
Q4 		$365K Buy
3,536
+55
+2% +$4.67K 0.01% 538
2023
Q3 		$258K Hold
3,481
– – ﹤0.01% 582
2023
Q2 		$270K Sell
3,481
-1,000
-22% -$67.8K ﹤0.01% 586
2023
Q1 		$261K Buy
4,481
+6
+0.1% +$324 0.01% 588
2022
Q4 		$204K Buy
+4,475
New +$189K ﹤0.01% 615
2022
Q1 		– Sell
-4,272
Closed -$244K – 715
2021
Q4 		$244K Buy
+4,272
New +$219K ﹤0.01% 599
2021
Q3 		– Sell
-4,345
Closed -$237K – 695
2021
Q2 		$237K Sell
4,345
-576
-12% -$32.2K 0.01% 561
2021
Q1 		$258K Hold
4,921
– – 0.01% 516
2020
Q4 		$212K Hold
4,921
– – 0.01% 399
2020
Q3 		$228K Buy
+4,921
New +$211K 0.01% 344

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $51.4K and leaving 3,327 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #523.

Peapack-Gladstone Financial Corp first reported a position in PHM in Q3 2020 and has held it in 20 quarters since. The position peaked at $766K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 3,327 shares of Pultegroup worth $456K as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 423 Pultegroup shares in Q2 2026, an estimated $51.4K.
  • Pultegroup made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #523 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Pultegroup in Q3 2020 and has held it in 20 quarters since.
  • Peapack-Gladstone Financial Corp's Pultegroup position peaked at $766K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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