Stifel Financial
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $8.7B AUM 29.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Stifel Financial's PGC Position: Q4 2025 in Review

Stifel Financial sold out of Peapack-Gladstone Financial (PGC) in Q4 2025, closing a stake of 11,500 shares — an estimated $317K sold.

Stifel Financial first reported a position in PGC in Q4 2019 and held it in 5 quarters. The position peaked at $804K in Q4 2019. 155 funds tracked by Wall St. Rank hold PGC as of Q4 2025.

  • Stifel Financial reported no remaining Peapack-Gladstone Financial position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 11,500 Peapack-Gladstone Financial shares in Q4 2025, an estimated $317K.
  • Stifel Financial first reported a position in Peapack-Gladstone Financial in Q4 2019 and held it in 5 quarters.
  • Stifel Financial's Peapack-Gladstone Financial position peaked at $804K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.