PGFC
SF

Peapack-Gladstone Financial Corp’s Stifel SF Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Buy
3,955
+23
+0.6% +$1.83K ﹤0.01% 586
2025
Q4 		$328K Sell
3,932
-31
-0.8% -$2.48K ﹤0.01% 564
2025
Q3 		$300K Buy
+3,963
New +$297K ﹤0.01% 582
2025
Q2 		– Sell
-3,963
Closed -$249K – 705
2025
Q1 		$249K Hold
3,963
– – ﹤0.01% 595
2024
Q4 		$280K Sell
3,963
-11
-0.3% -$785 ﹤0.01% 578
2024
Q3 		$249K Hold
3,974
– – ﹤0.01% 617
2024
Q2 		$223K Buy
+3,974
New +$211K ﹤0.01% 621

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return