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Peapack-Gladstone Financial Corp’s Williams-Sonoma WSM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.31M Sell
12,654
-599
-5% -$120K 0.03% 321
2025
Q4 		$2.37M Sell
13,253
-585
-4% -$110K 0.03% 324
2025
Q3 		$2.71M Sell
13,838
-613
-4% -$117K 0.04% 308
2025
Q2 		$2.36M Sell
14,451
-3,891
-21% -$611K 0.03% 310
2025
Q1 		$2.9M Sell
18,342
-2,220
-11% -$429K 0.04% 284
2024
Q4 		$3.81M Sell
20,562
-1,145
-5% -$182K 0.06% 250
2024
Q3 		$3.36M Sell
21,707
-1,151
-5% -$165K 0.05% 274
2024
Q2 		$3.23M Sell
22,858
-816
-3% -$122K 0.05% 262
2024
Q1 		$3.76M Sell
23,674
-1,038
-4% -$121K 0.06% 246
2023
Q4 		$2.49M Sell
24,712
-2,892
-10% -$250K 0.04% 286
2023
Q3 		$2.14M Sell
27,604
-844
-3% -$58.1K 0.04% 293
2023
Q2 		$1.78M Sell
28,448
-3,400
-11% -$203K 0.03% 312
2023
Q1 		$1.94M Sell
31,848
-906
-3% -$56.6K 0.04% 304
2022
Q4 		$1.88M Sell
32,754
-3,542
-10% -$213K 0.04% 306
2022
Q3 		$2.14M Buy
36,296
+4,428
+14% +$314K 0.04% 285
2022
Q2 		$1.77M Buy
31,868
+2,480
+8% +$160K 0.04% 283
2022
Q1 		$2.13M Sell
29,388
-336
-1% -$25.4K 0.04% 272
2021
Q4 		$2.51M Sell
29,724
-1,084
-4% -$101K 0.05% 259
2021
Q3 		$2.73M Buy
30,808
+9,508
+45% +$804K 0.06% 242
2021
Q2 		$1.7M Sell
21,300
-1,002
-4% -$85.3K 0.04% 267
2021
Q1 		$2M Buy
+22,302
New +$1.51M 0.05% 243
2013
Q3 		– Sell
-9,600
Closed -$268K – 290
2013
Q2 		$268K Buy
+9,600
New +$259K 0.02% 245

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its Williams-Sonoma (WSM) stake by 4.5% in Q1 2026, selling an estimated $120K and leaving 12,654 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #321.

Peapack-Gladstone Financial Corp first reported a position in WSM in Q2 2013 and has held it in 22 quarters since. The position peaked at $3.81M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 12,654 shares of Williams-Sonoma worth $2.31M as of Q1 2026.
  • Peapack-Gladstone Financial Corp sold 599 Williams-Sonoma shares in Q1 2026, an estimated $120K.
  • Williams-Sonoma made up 0.03% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #321 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Williams-Sonoma in Q2 2013 and has held it in 22 quarters since.
  • Peapack-Gladstone Financial Corp's Williams-Sonoma position peaked at $3.81M in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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