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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
Q2 		$17.6M Buy
197,730
+19,123
+11% +$1.59M 0.2% 119
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 $2.28B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 11% in Q2 2026, buying an estimated $1.59M and bringing the position to 197,730 shares worth $17.6M. The position accounts for 0.2% of the portfolio, ranked #119.

Peapack-Gladstone Financial Corp first reported a position in SMLF in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 197,730 shares of iShares US Small Cap Equity Factor ETF worth $17.6M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 19,123 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $1.59M.
  • iShares US Small Cap Equity Factor ETF made up 0.2% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #119 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 6 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

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