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Root Financial Partners’s Peapack-Gladstone Financial PGC Stock Holding History

Root Financial Partners’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 		– Sell
-25
Closed -$880 – 2393
2026
Q1 		$880 Buy
+25
New +$813 ﹤0.01% 2664

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Root Financial Partners's PGC Position: Q2 2026 in Review

Root Financial Partners sold out of Peapack-Gladstone Financial (PGC) in Q2 2026, closing a stake of 25 shares — an estimated $880 sold.

Root Financial Partners first reported a position in PGC in Q1 2026 and held it in 1 quarter. The position peaked at $880 in Q1 2026. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Root Financial Partners reported no remaining Peapack-Gladstone Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 Peapack-Gladstone Financial shares in Q2 2026, an estimated $880.
  • Root Financial Partners first reported a position in Peapack-Gladstone Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Peapack-Gladstone Financial position peaked at $880 in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.