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 Q1	$880	Buy	+25	New	+$813	﹤0.01%	2664

Other funds holding PGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's PGC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Peapack-Gladstone Financial (PGC) in Q1 2026: 25 shares worth $880. The stake represents ﹤0.01% of the portfolio and ranks #2664 among its holdings.

166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Root Financial Partners held 25 shares of Peapack-Gladstone Financial worth $880 as of Q1 2026.
Peapack-Gladstone Financial was a new Root Financial Partners position in Q1 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2664 holding.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.