PGFC
PPT

Peapack-Gladstone Financial Corp’s Franklin Premier Income Trust PPT Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,941
Closed -$67K – 715
2024
Q4 		$67K Sell
18,941
-4,808
-20% -$17.3K ﹤0.01% 686
2024
Q3 		$89K Sell
23,749
-2,098
-8% -$7.67K ﹤0.01% 692
2024
Q2 		$93K Sell
25,847
-15,361
-37% -$53.6K ﹤0.01% 672
2024
Q1 		$145K Sell
41,208
-5,888
-13% -$21.2K ﹤0.01% 665
2023
Q4 		$168K Sell
47,096
-5,498
-10% -$18.9K ﹤0.01% 664
2023
Q3 		$176K Hold
52,594
– – ﹤0.01% 650
2023
Q2 		$185K Sell
52,594
-6,373
-11% -$22.7K ﹤0.01% 661
2023
Q1 		$210K Buy
58,967
+5,132
+10% +$19K ﹤0.01% 639
2022
Q4 		$195K Hold
53,835
– – ﹤0.01% 630
2022
Q3 		$193K Sell
53,835
-1,810
-3% -$6.91K ﹤0.01% 631
2022
Q2 		$211K Hold
55,645
– – ﹤0.01% 586
2022
Q1 		$222K Sell
55,645
-1,809
-3% -$7.33K ﹤0.01% 623
2021
Q4 		$245K Hold
57,454
– – ﹤0.01% 598
2021
Q3 		$263K Hold
57,454
– – 0.01% 570
2021
Q2 		$268K Hold
57,454
– – 0.01% 538
2021
Q1 		$280K Buy
+57,454
New +$272K 0.01% 493

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Peapack-Gladstone Financial Corp's PPT Position: Q1 2025 in Review

Peapack-Gladstone Financial Corp sold out of Franklin Premier Income Trust (PPT) in Q1 2025, closing a stake of 18,941 shares — an estimated $67K sold.

Peapack-Gladstone Financial Corp first reported a position in PPT in Q1 2021 and held it in 16 quarters. The position peaked at $280K in Q1 2021. 90 funds tracked by Wall St. Rank hold PPT as of Q1 2025.

  • Peapack-Gladstone Financial Corp reported no remaining Franklin Premier Income Trust position as of Q1 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 18,941 Franklin Premier Income Trust shares in Q1 2025, an estimated $67K.
  • Peapack-Gladstone Financial Corp first reported a position in Franklin Premier Income Trust in Q1 2021 and held it in 16 quarters.
  • Peapack-Gladstone Financial Corp's Franklin Premier Income Trust position peaked at $280K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2025, filed 12 May 2025.