PWPS
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Pinnacle Wealth Planning Services’s Peapack-Gladstone Financial PGC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.1K Hold
88
– – ﹤0.01% 2361
2025
Q4 		$2.45K Buy
+88
New +$2.4K ﹤0.01% 2441

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's PGC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Peapack-Gladstone Financial (PGC) position steady in Q1 2026 at 88 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Pinnacle Wealth Planning Services first reported a position in PGC in Q4 2025 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 88 shares of Peapack-Gladstone Financial worth $3.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Peapack-Gladstone Financial share count unchanged in Q1 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2361 holding.
  • Pinnacle Wealth Planning Services first reported a position in Peapack-Gladstone Financial in Q4 2025 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.