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
Q2 		$4.17K Hold
88
– – ﹤0.01% 2334
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's PGC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Peapack-Gladstone Financial (PGC) position steady in Q2 2026 at 88 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Pinnacle Wealth Planning Services first reported a position in PGC in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 88 shares of Peapack-Gladstone Financial worth $4.17K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Peapack-Gladstone Financial share count unchanged in Q2 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2334 holding.
  • Pinnacle Wealth Planning Services first reported a position in Peapack-Gladstone Financial in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.