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Peapack-Gladstone Financial Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5M Buy
178,607
+36,432
+26% +$2.83M 0.17% 134
2025
Q4 		$10.6M Buy
142,175
+52,567
+59% +$3.92M 0.13% 154
2025
Q3 		$6.66M Buy
89,608
+23,257
+35% +$1.66M 0.09% 204
2025
Q2 		$4.51M Buy
66,351
+55,409
+506% +$3.51M 0.06% 238
2025
Q1 		$680K Buy
+10,942
New +$736K 0.01% 435

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 26% in Q1 2026, buying an estimated $2.83M and bringing the position to 178,607 shares worth $13.5M. The position accounts for 0.17% of the portfolio, ranked #134.

Peapack-Gladstone Financial Corp first reported a position in SMLF in Q1 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 178,607 shares of iShares US Small Cap Equity Factor ETF worth $13.5M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 36,432 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $2.83M.
  • iShares US Small Cap Equity Factor ETF made up 0.17% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #134 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

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