SEI Investments
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SEI Investments’s Peapack-Gladstone Financial PGC Stock Holding History

SEI Investments’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 		$1.58M Sell
33,365
-14,671
-31% -$620K ﹤0.01% 2073
2026
Q1 		$1.69M Buy
48,036
+19,150
+66% +$623K ﹤0.01% 2088
2025
Q4 		$804K Buy
28,886
+15,950
+123% +$435K ﹤0.01% 2278
2025
Q3 		$357K Sell
12,936
-2,000
-13% -$56.1K ﹤0.01% 2392
2025
Q2 		$422K Sell
14,936
-1,595
-10% -$43.8K ﹤0.01% 2262
2025
Q1 		$469K Sell
16,531
-52
-0.3% -$1.63K ﹤0.01% 2171
2024
Q4 		$531K Buy
16,583
+7,136
+76% +$237K ﹤0.01% 2167
2024
Q3 		$259K Hold
9,447
– – ﹤0.01% 2401
2024
Q2 		$214K Buy
+9,447
New +$214K ﹤0.01% 2434
2022
Q4 		– Sell
-6,496
Closed -$219K – 2642
2022
Q3 		$219K Sell
6,496
-1,200
-16% -$39.5K ﹤0.01% 2418
2022
Q2 		$229K Sell
7,696
-250
-3% -$8K ﹤0.01% 2440
2022
Q1 		$276K Buy
7,946
+250
+3% +$9.2K ﹤0.01% 2337
2021
Q4 		$272K Sell
7,696
-4,200
-35% -$144K ﹤0.01% 2365
2021
Q3 		$397K Hold
11,896
– – ﹤0.01% 2182
2021
Q2 		$370K Hold
11,896
– – ﹤0.01% 2235
2021
Q1 		$367K Sell
11,896
-5,992
-33% -$164K ﹤0.01% 2167
2020
Q4 		$407K Sell
17,888
-1,420
-7% -$28.1K ﹤0.01% 2077
2020
Q3 		$293K Sell
19,308
-2,288
-11% -$38.4K ﹤0.01% 2104
2020
Q2 		$404K Buy
21,596
+6,800
+46% +$120K ﹤0.01% 1944
2020
Q1 		$266K Hold
14,796
– – ﹤0.01% 1992
2019
Q4 		$457K Sell
14,796
-1,800
-11% -$53K ﹤0.01% 1973
2019
Q3 		$465K Buy
16,596
+1,000
+6% +$28K ﹤0.01% 1927
2019
Q2 		$439K Buy
15,596
+3,600
+30% +$99.8K ﹤0.01% 1949
2019
Q1 		$315K Buy
+11,996
New +$329K ﹤0.01% 2103

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

SEI Investments's PGC Position: Q2 2026 in Review

SEI Investments reduced its Peapack-Gladstone Financial (PGC) stake by 31% in Q2 2026, selling an estimated $620K and leaving 33,365 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

SEI Investments first reported a position in PGC in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.69M in Q1 2026. 173 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • SEI Investments held 33,365 shares of Peapack-Gladstone Financial worth $1.58M as of Q2 2026.
  • SEI Investments sold 14,671 Peapack-Gladstone Financial shares in Q2 2026, an estimated $620K.
  • Peapack-Gladstone Financial made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2073 holding.
  • SEI Investments first reported a position in Peapack-Gladstone Financial in Q1 2019 and has held it in 24 quarters since.
  • SEI Investments's Peapack-Gladstone Financial position peaked at $1.69M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.