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Smartleaf Asset Management’s Peapack-Gladstone Financial PGC Stock Holding History

Smartleaf Asset Management’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 		$8.54K Hold
244
– – ﹤0.01% 2404
2025
Q4 		$6.9K Buy
244
+96
+65% +$2.62K ﹤0.01% 2563
2025
Q3 		$4.13K Buy
148
+60
+68% +$1.68K ﹤0.01% 2435
2025
Q2 		$2.49K Buy
+88
New +$2.42K ﹤0.01% 2269

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smartleaf Asset Management's PGC Position: Q1 2026 in Review

Smartleaf Asset Management held its Peapack-Gladstone Financial (PGC) position steady in Q1 2026 at 244 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Smartleaf Asset Management first reported a position in PGC in Q2 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

  • Smartleaf Asset Management held 244 shares of Peapack-Gladstone Financial worth $8.54K as of Q1 2026.
  • Smartleaf Asset Management left its Peapack-Gladstone Financial share count unchanged in Q1 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2404 holding.
  • Smartleaf Asset Management first reported a position in Peapack-Gladstone Financial in Q2 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.