Principal Financial Group
PGC icon

Principal Financial Group’s Peapack-Gladstone Financial PGC Stock Holding History

Principal Financial Group’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
2020
Q4 		– Sell
-11,739
Closed -$178K – 2452
2020
Q3 		$178K Buy
+11,739
New +$197K ﹤0.01% 2223

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Principal Financial Group's PGC Position: Q4 2020 in Review

Principal Financial Group sold out of Peapack-Gladstone Financial (PGC) in Q4 2020, closing a stake of 11,739 shares — an estimated $178K sold.

Principal Financial Group first reported a position in PGC in Q3 2020 and held it in 1 quarter. The position peaked at $178K in Q3 2020. 112 funds tracked by Wall St. Rank hold PGC as of Q4 2020.

  • Principal Financial Group reported no remaining Peapack-Gladstone Financial position as of Q4 2020 after selling out during the quarter.
  • Principal Financial Group sold 11,739 Peapack-Gladstone Financial shares in Q4 2020, an estimated $178K.
  • Principal Financial Group first reported a position in Peapack-Gladstone Financial in Q3 2020 and held it in 1 quarter.
  • Principal Financial Group's Peapack-Gladstone Financial position peaked at $178K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2020.

Based on Principal Financial Group's 13F filing for Q4 2020, filed 8 Feb 2021.