PGFC
QUAL icon

Peapack-Gladstone Financial Corp’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
7,482
+339
+5% +$71.1K 0.02% 363
2026
Q1 		$1.37M Sell
7,143
-4
-0.1% -$802 0.02% 374
2025
Q4 		$1.42M Sell
7,147
-29
-0.4% -$5.7K 0.02% 368
2025
Q3 		$1.4M Buy
7,176
+879
+14% +$165K 0.02% 375
2025
Q2 		$1.15M Buy
6,297
+4
+0.1% +$690 0.02% 384
2025
Q1 		$1.07M Buy
6,293
+184
+3% +$32.9K 0.02% 390
2024
Q4 		$1.09M Sell
6,109
-101
-2% -$18.3K 0.02% 381
2024
Q3 		$1.11M Buy
6,210
+79
+1% +$13.7K 0.02% 383
2024
Q2 		$1.05M Hold
6,131
– – 0.02% 389
2024
Q1 		$1.01M Buy
6,131
+100
+2% +$15.6K 0.02% 398
2023
Q4 		$888K Buy
6,031
+86
+1% +$11.9K 0.01% 408
2023
Q3 		$784K Buy
5,945
+240
+4% +$32.8K 0.01% 414
2023
Q2 		$770K Hold
5,705
– – 0.01% 420
2023
Q1 		$704K Sell
5,705
-71
-1% -$8.52K 0.01% 425
2022
Q4 		$658K Sell
5,776
-40
-0.7% -$4.54K 0.01% 426
2022
Q3 		$605K Buy
5,816
+1,555
+36% +$182K 0.01% 434
2022
Q2 		$476K Sell
4,261
-200
-4% -$24.4K 0.01% 444
2022
Q1 		$601K Sell
4,461
-4,420
-50% -$587K 0.01% 438
2021
Q4 		$1.29M Buy
8,881
+431
+5% +$60.9K 0.02% 348
2021
Q3 		$1.11M Sell
8,450
-700
-8% -$96.3K 0.02% 358
2021
Q2 		$1.22M Sell
9,150
-61
-0.7% -$7.82K 0.03% 309
2021
Q1 		$1.12M Sell
9,211
-489
-5% -$57.8K 0.03% 303
2020
Q4 		$1.13M Buy
+9,700
New +$1.07M 0.03% 249

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.7% in Q2 2026, buying an estimated $71.1K and bringing the position to 7,482 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #363.

Peapack-Gladstone Financial Corp first reported a position in QUAL in Q4 2020 and has held it in 23 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 7,482 shares of iShares MSCI USA Quality Factor ETF worth $1.64M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 339 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $71.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #363 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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