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Spire Wealth Management’s Peapack-Gladstone Financial PGC Stock Holding History

Spire Wealth 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
Q2 		$38.9K Hold
821
– – ﹤0.01% 1242
2026
Q1 		$28.9K Hold
821
– – ﹤0.01% 1320
2025
Q4 		$22.9K Hold
821
– – ﹤0.01% 1433
2025
Q3 		$22.7K Hold
821
– – ﹤0.01% 1490
2025
Q2 		$23.2K Buy
+821
New +$22.5K ﹤0.01% 1461

Other funds holding PGC

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
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
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management's PGC Position: Q2 2026 in Review

Spire Wealth Management held its Peapack-Gladstone Financial (PGC) position steady in Q2 2026 at 821 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Spire Wealth Management first reported a position in PGC in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • Spire Wealth Management held 821 shares of Peapack-Gladstone Financial worth $38.9K as of Q2 2026.
  • Spire Wealth Management left its Peapack-Gladstone Financial share count unchanged in Q2 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1242 holding.
  • Spire Wealth Management first reported a position in Peapack-Gladstone Financial in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.