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Rothschild Investment LLC’s Peapack-Gladstone Financial PGC Stock Holding History

Rothschild Investment LLC’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 		$3.64K Buy
77
+26
+51% +$1.1K ﹤0.01% 2451
2026
Q1 		$1.8K Buy
51
+1
+2% +$33 ﹤0.01% 2604
2025
Q4 		$1.39K Buy
50
+2
+4% +$54 ﹤0.01% 2546
2025
Q3 		$1.32K Buy
48
+33
+220% +$926 ﹤0.01% 2467
2025
Q2 		$424 Sell
15
-25
-63% -$687 ﹤0.01% 2795
2025
Q1 		$1.14K Buy
40
+10
+33% +$314 ﹤0.01% 2270
2024
Q4 		$962 Buy
30
+20
+200% +$663 ﹤0.01% 2235
2024
Q3 		$274 Hold
10
– – ﹤0.01% 2638
2024
Q2 		$227 Buy
+10
New +$227 ﹤0.01% 2446

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

Rothschild Investment LLC's PGC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Peapack-Gladstone Financial (PGC) stake by 51% in Q2 2026, buying an estimated $1.1K and bringing the position to 77 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Rothschild Investment LLC first reported a position in PGC in Q2 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Rothschild Investment LLC held 77 shares of Peapack-Gladstone Financial worth $3.64K as of Q2 2026.
  • Rothschild Investment LLC bought 26 Peapack-Gladstone Financial shares in Q2 2026, an estimated $1.1K.
  • Peapack-Gladstone Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2451 holding.
  • Rothschild Investment LLC first reported a position in Peapack-Gladstone Financial in Q2 2024 and has held it in 9 quarters since.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.