Steward Partners Investment Advisory’s Peapack-Gladstone Financial PGC Stock Holding History

Steward Partners Investment Advisory’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	$17.6K	Hold	500	–	–	﹤0.01%	3292
2025 Q4	$13.9K	Hold	500	–	–	﹤0.01%	3300
2025 Q3	$13.8K	Hold	500	–	–	﹤0.01%	3257
2025 Q2	$14.1K	Hold	500	–	–	﹤0.01%	3052
2025 Q1	$14.2K	Hold	500	–	–	﹤0.01%	2948
2024 Q4	$16K	Hold	500	–	–	﹤0.01%	2899
2024 Q3	$13.7K	Hold	500	–	–	﹤0.01%	2824
2024 Q2	$11.3K	Buy	+500	New	+$11.3K	﹤0.01%	2763

Other funds holding PGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's PGC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Peapack-Gladstone Financial (PGC) position steady in Q1 2026 at 500 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

Steward Partners Investment Advisory first reported a position in PGC in Q2 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold PGC as of Q1 2026.

Steward Partners Investment Advisory held 500 shares of Peapack-Gladstone Financial worth $17.6K as of Q1 2026.
Steward Partners Investment Advisory left its Peapack-Gladstone Financial share count unchanged in Q1 2026.
Peapack-Gladstone Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3292 holding.
Steward Partners Investment Advisory first reported a position in Peapack-Gladstone Financial in Q2 2024 and has held it in 8 quarters since.
166 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.