Sequoia Financial Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Sequoia Financial Advisors’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	$293K	Buy	+6,183	New	+$261K	﹤0.01%	1693

Other funds holding PGC

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sequoia Financial Advisors's PGC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Peapack-Gladstone Financial (PGC) in Q2 2026: 6,183 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings.

15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

Sequoia Financial Advisors held 6,183 shares of Peapack-Gladstone Financial worth $293K as of Q2 2026.
Peapack-Gladstone Financial was a new Sequoia Financial Advisors position in Q2 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1693 holding.
15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.