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Stifel Financial’s
Peapack-Gladstone Financial
PGC
Stock Holding History
Stifel Financial’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
Q4
–
Sell
-11,500
Closed
-$317K
–
3676
2025
Q3
$317K
Hold
11,500
–
–
﹤0.01%
3076
2025
Q2
$325K
Buy
+11,500
New
+$316K
﹤0.01%
3003
2025
Q1
–
Sell
-6,589
Closed
-$211K
–
3509
2024
Q4
$211K
Buy
+6,589
New
+$218K
﹤0.01%
3146
2024
Q2
–
Sell
-8,433
Closed
-$205K
–
3437
2024
Q1
$205K
Buy
+8,433
New
+$216K
﹤0.01%
3087
2020
Q1
–
Sell
-25,974
Closed
-$804K
–
3012
2019
Q4
$804K
Buy
+25,974
New
+$764K
﹤0.01%
1977
Other funds holding PGC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
PGFC
Peapack-Gladstone Financial Corp
Bedminster, New Jersey
$7.82B AUM
21.06%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
SVBP
Strategic Value Bank Partners
Cleveland, Ohio
$186M AUM
18.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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