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Stephens Consulting’s Peapack-Gladstone Financial PGC Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-30
Closed -$848 – 949
2025
Q2 		$848 Buy
30
+15
+100% +$412 ﹤0.01% 736
2025
Q1 		$426 Buy
+15
New +$471 ﹤0.01% 978

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Stephens Consulting's PGC Position: Q3 2025 in Review

Stephens Consulting sold out of Peapack-Gladstone Financial (PGC) in Q3 2025, closing a stake of 30 shares — an estimated $848 sold.

Stephens Consulting first reported a position in PGC in Q1 2025 and held it in 2 quarters. The position peaked at $848 in Q2 2025. 150 funds tracked by Wall St. Rank hold PGC as of Q3 2025.

  • Stephens Consulting reported no remaining Peapack-Gladstone Financial position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Peapack-Gladstone Financial shares in Q3 2025, an estimated $848.
  • Stephens Consulting first reported a position in Peapack-Gladstone Financial in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Peapack-Gladstone Financial position peaked at $848 in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.