PGFC
SUM

Peapack-Gladstone Financial Corp’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,281
Closed -$217K – 732
2024
Q4 		$217K Buy
+4,281
New +$200K ﹤0.01% 638

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 4,281 shares — an estimated $217K sold.

Peapack-Gladstone Financial Corp first reported a position in SUM in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Peapack-Gladstone Financial Corp reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 4,281 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $217K.
  • Peapack-Gladstone Financial Corp first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2024 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's Summit Materials, Inc. Class A Common Stock position peaked at $217K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

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